Blue Haven Capital, LLC: new SEC registration, $122M AUM, Geneva, IL
Blue Haven Capital, LLC (Geneva, Illinois): new SEC registration, $122M AUM, Geneva, IL. Its amount of 122 is below the median of 134 (42nd percentile). Dated 301 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 122 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Haven Capital, LLC |
| Legal name | Blue Haven Capital, LLC |
| CRD | 141738 |
| Status | Approved |
| Registered with the SEC | 2026-01-07 |
| Latest Form ADV filing | 2026-03-27 |
| Location | Geneva, IL, United States |
| Regulatory AUM | $121,500,000 |
| Accounts | 376 |
| Employees | 2 |
| Website | HTTPS://WWW.FACEBOOK.COM/BLUEHAVENCAPITAL/ |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-07
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Blue Haven Capital, LLC and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Blue Haven Capital, LLC's amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $122M under management.
- Website on file.
What is the NewRiaPulse record for Blue Haven Capital, LLC in Geneva, Illinois?
Blue Haven Capital, LLC received SEC registration as an investment adviser (2026-01-07) with $121,500,000 in regulatory assets under management, based in Geneva, IL.
How does Blue Haven Capital, LLC compare to other Illinois NewRiaPulse records?
Its amount of 122 is below the median (42th percentile); smaller records often move faster and face less competition. It is 301 days old; check the official source for later updates before acting.
Blue Haven Capital, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Blue Haven Capital, LLC | Geneva, IL | 122 | 42nd | 2026-01-07 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Illinois NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.