TrueHaven Capital

TrueHaven Capital serves high‑net‑worth and individual clients as well as pooled investment vehicles, corporations, and other registered investment advisers, offering discretionary and non‑discretionary asset management, financial planning, retirement‑plan consulting, family office services, and alternatives advisory to facilitate client access to private funds. It also sponsors separately managed accounts and can recommend third‑party money managers or act as a sub‑advisor to other RIAs.

The firm provides continuous portfolio supervision and uses both fundamental and technical analysis when constructing portfolios, while offering customized solutions such as SMAs with overlays managed by unaffiliated SMA managers that employ long/short strategies and may use derivatives and borrowing. TrueHaven also operates a two‑track §351 ETF conversion program — an advisory conversion service and a non‑advisory access/facilitation option — and performs due diligence and ongoing monitoring for private fund investments it recommends.

Notably, TrueHaven acts as a private‑fund adviser and sponsor for affiliated special‑purpose vehicles (SPVs) and discloses that those vehicles allocate carried interest or other performance‑based allocations to the managing member; the brochure states those SPVs are closed to new investors. The firm further documents negotiated exclusive access or fee terms with certain hedge funds, invoices clients for subscription or due‑diligence costs related to private funds, and provides sub‑advisory services to other RIAs — a mix of advisory, sponsorship, and fund‑access roles that is uncommon for firms of its size.