Managers/Private equity/Texas/Haveli Investment Management

Haveli Investment Management

Haveli Investment Management is a private equity manager in Austin, TX. It is registered with the SEC as an investment adviser with $6B in regulatory assets and 51 staff. It has 9 funds on file, the latest reported in August 2026.

Funds on file
9
Raised, all funds
$3.4B
Regulatory assets
$6B
Staff
51
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$6B
Employees51
Clients6 private funds.
Control personsNora Cappellini, Jason, Lamont Mathews, Della, Patrice Richardson, Brian, N Sheth.
Private funds5 private funds holding $2.7B in gross assets.

Private funds it reports

FundTypeGross assets
Haveli Investments Software Fund I Private equity $1.6B
Haveli VC Gaming Fund I Private equity $686.9M
Haveli Investments Software Fund Cayman I Private equity $274M