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The old playbook for fund distribution is broken. We wrote the new one.
And it works.
We've raised $8.5B for investment boutiques, leading to $30B in follow-on AUM.
Fund managers and teams using our playbook have:
- Raised billions in AUM
- Got on the coveted RIA platforms
- Generated consistent inbound leads
- Grown their subscriber list and LinkedIn followers by thousands
- Strengthened their stories and marketing materials
WORK WITH US
We help investment specialists of all asset levels:
- Craft their authentic story-stack
- Own their unique authority
- Build a personal brand and audience
- Attract and convert ideal investors
- Increase assets under management
CLIENT RESULTS
✅️ Increased founder's LinkedIn impressions by 104,000% in first 90 days
✅️ Increased investment boutique's email open rate by 50%
✅️ Achieved #1 search result in Google for client's desired keyword search
✅️ Helped a founder get more meetings by improving his emails, going from 0% to 50% success rate
✅️ Helped a new fund go from $1mm to $1B in 3 years
✅️ Helped a fund go from $350mm to $750mm in 1.5 years
✅️ Raised $300mm for a new boutique with bottom decile performance
✅️ Raised >$500mm for a boutique & closed their flagship strategy in <3 years
✅️ Doubled the size of a boutique asset manager with 1 deal
✅️ Secured $60mm in seed capital for a new interval fund before launch
✅️ Secured $25mm in seed capital for a new mutual fund before launch
RECENT AWARD
2025 Winner of American Digital Design Awards presented by Graphic Design USA (GDUSA) for the design of Channing Capital's website
READY TO GROW?
We offer group coaching, one-to-one consulting, and a "done for you" program. All three offerings are based on our time-tested Billion Dollar Blueprint™️, a set of story-led, data-backed sales and marketing frameworks specifically for boutiques.
Visit havenercapital.com/contact to get in touch.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 1 Mill St, Second Floor, Newport,ri 02840,united States
- Industry
- Investment Management
- Website
- havenercapital.com
- Keywords
- Mutual Funds, Alternative Investments, Sales and Marketing, Traditional Investments, Inbound Marketing, Storytelling, Content Marketing, Raising Capital.
- HQ
- Newport, RI
Havener Capital Partners Questions
Havener Capital Partners's website is havenercapital.com
Havener Capital Partners's LinkedIn profile is https://www.linkedin.com/company/havenercapital
Havener Capital Partners has
15 employees.
View email and phone details for 15
employees at Havener Capital Partners.
Havener Capital Partners's industry is
Investment Management
Havener Capital Partners's top competitors are
Arrow Partners,
Billion Dollar Backstory Podcast,
Tall Trees Capital Management Lp,
Clarendon Private,
Vulcan Value Partners,
Sondhelm Partners,
Aztlan Equity Management,
Coolwater Capital,
Dakota,
Saguaro Capital Management.
Havener Capital Partners's categories are Investment Management
Havener Capital Partners's founding year is 2010
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