Sponsor portfolio
HAVENER CAPITAL PARTNERS LLC
EIN 27-2237922investment managementLatest filing 2025
Plans
1
Retirement
1
$926K assets
Welfare
0
Participants
16
1 MILL ST 2ND FL - NEWPORT, RI 02840401-314-0432havenercapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAVENER CAPITAL PARTNERS LLC | 401k | $926K | 16 | 2025 |
Retirement plans