Havencrest Capital Management, LLC
SEC RegisteredBuilding leading healthcare companies
About the firm
Havencrest is a lower middle-market private equity fund building companies that are changing the way healthcare is delivered in America. The firm has 10 investment professionals, 31 operating partners, 9 active investments, and $600M+ in AUM.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investing focused on building and driving enterprise value creation in lower middle-market healthcare companies
Who they serve
Founder-led, high-growth and market-leading healthcare companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $451M |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Havencrest Capital Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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