Havencrest Capital Management, Llc
- Regulatory AUM
- $451M
- Discretionary
- $451M
- Clients
- 2
- Avg AUM / client
- $225M
- Accounts
- 2
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $451M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $501M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Havencrest Healthcare Partners Ii, Lp | Private Equity Fund | Delaware | $346M | 55 |
| Havencrest Healthcare Partners, L.P. | Private Equity Fund | Delaware | $155M | 30 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kersey, Christopher, Walter | Owner | Jun 2017 (9y) | 50% – 75% | |
| Shofner, Matt, David | Partner | Jun 2017 (9y) | Less than 5% | |
| Chappel, James, R | Manager | Dec 2018 (8y) | GP / trustee / elected manager of Hfi Partners, Llc (indirect) | |
| Hersh, Kenneth, Asher | Member Manager | Dec 2018 (8y) | ≈ 5% – 18.75% via Hfi Partners, Llc | |
| Panyard, Ryan, Walker | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Dillard, Valerie, Jean | Manager | Nov 2024 (2y) | GP / trustee / elected manager of Hfi Partners, Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chp Management Partners, Llc | Owner | Jun 2017 | A | 10% – 25% |
| Hfi Partners, Llc | Owner | Jun 2017 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hersh, Kenneth, Asher: 50% – 75% of Hfi Partners, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $501M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Havencrest Healthcare Partners Ii, Lp | Private Equity Fund | $346M | $250K | 55 |
| Havencrest Healthcare Partners, L.P. | Private Equity Fund | $155M | $100K | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗