Della P. Richardson
Haveli Investment Management Llc
Assets Managed
$18.443M
Holdings
1
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-44.07%(2Q avg: -22.03%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Haveli Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1 positions.
Assets under management
The assets under management (AUM) of Haveli Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 18.443M in assets, with a quarterly growth rate of -44.07% and a 2-quarter average growth rate of -22.03%. The portfolio is managed by Della P. Richardson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BLND Blend Labs Inc-a
| 100% | $18.443M 10.849M shares@ $1.7 avg price |
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