Data / Form D filings / Haven Advisors Holdings, LLC
Haven Advisors Holdings, LLC: Form D filing
Haven Advisors Holdings, LLC, a financial services company in Austin, TX, filed a Form D with the SEC in 2026. The latest, on July 8, 2026, reports $10 million sold of a $10 million offering to 4 investors.
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Company details from the filing
- Address
- 5900 Balcones Drive STE 100, Austin, TX, 78731
- Phone
- (407) 435-4166
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2026
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2142146
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 8, 2026 | New notice | $10,000,000 | $10,000,000 | 4 | Jun 9, 2026 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| N/A Haven Advisors Management, LLC | Executive Officer | Managing Member |
| Brian McDowell | Executive Officer, Director | Managing Member |
Other financial services companies in Texas that filed recently
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- Zippy, Inc. /DE $20 million · Oct 15, 2026
- CENTRAL BANCSHARES, INC. $25 million · Sep 18, 2026
- UBANK HOLDINGS, INC. $20 million · Sep 16, 2026
- Shift Capital, Inc. $520,500 · Aug 14, 2026
Every Form D from the week of Jul 6, 2026 · All recent filings in Texas · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Haven Advisors Holdings, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.