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
DateFundTypeRaisedTarget
Jul 2026
Haveli Investments Technology Opportunities Cayman Feeder Fund, L.P.
Private equity
$0
Not given
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 Cayman I
Private equity
$274M