Haveli Investment Management

Private Equity SEC-registered adviser

Legal name: Haveli Investment Management LLC

Austin, TX Website LinkedIn

AUM

$6.0B
Regulatory AUM

Private funds

6
Private Equity 6

Private fund assets

$6.0B
Gross asset value

Employees

51

Last Form D raise

May 2024
Most recent fund filing

From SEC Form ADV filing (filed Aug 17, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

B
Brian Sheth
Trustee, Sangreal Trust Dated 12/1/2009
Source: SEC Form ADV

Funds(6)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Haveli Investments Software Fund I, L.P.Private Equity$2.8B$1.9B45May 2024Cold
Haveli Investments Software Fund Cayman I, L.P.Private Equity$1.6B$578.1M14May 2024Cold
Haveli Investments Software Friends and Family Fund I, L.P.Private Equity$126.4M$102.9M70May 2024Cold
Haveli VC Gaming Fund I, L.P.Private Equity$826.1M$760.5M74Apr 2024Cold
Haveli VC Gaming Friends and Family Fund I, L.P.Private Equity$78.7M$73.4M92Apr 2024Cold
Haveli Investments Software Fund I Luxembourg ScspPrivate Equity$584.6M———

Board seats(5)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

NAVEX TopCo
OtherAustin, TXDirector: Brian Sheth
$213.9M raised
Since Dec 2014
SEC Form D
Demeter Topco
OtherAustin, TXDirector: Brian Sheth
$88.0M raised
Since Jul 2014
SEC Form D
Autotask Superior Holding
OtherAustin, TXDirector: Brian Sheth
$99.0M raised
Since Jul 2014
SEC Form D
STATS Holdings
OtherAustin, TXDirector: Brian Sheth
$105.0M raised
Since Jun 2014
SEC Form D
Ousland Holdings
OtherAustin, TXDirector: Brian Sheth
$239.5M raised
Since May 2014
SEC Form D

Shares boards with

Firms whose people sit on the same company boards.

Vista Equity Partners Management
Private Equity
1 shared

Regulatory identifiers

CRD number
316470
SEC file number
801-123111

Sources