The old playbook for fund distribution is broken. We wrote the new one.

And it works.

We've raised $8.5B for investment boutiques, leading to $30B in follow-on AUM.

Fund managers and teams using our playbook have:
- Raised billions in AUM
- Got on the coveted RIA platforms
- Generated consistent inbound leads 
- Grown their subscriber list and LinkedIn followers by thousands
- Strengthened their stories and marketing materials

WORK WITH US
We help investment specialists of all asset levels:
- Craft their authentic story-stack 
- Own their unique authority
- Build a personal brand and audience
- Attract and convert ideal investors
- Increase assets under management 

CLIENT RESULTS 
✅️ Increased founder's LinkedIn impressions by 104,000% in first 90 days
✅️ Increased investment boutique's email open rate by 50%
✅️ Achieved #1 search result in Google for client's desired keyword search
✅️ Helped a founder get more meetings by improving his emails, going from 0% to 50% success rate
✅️ Helped a new fund go from $1mm to $1B in 3 years
✅️ Helped a fund go from $350mm to $750mm in 1.5 years
✅️ Raised $300mm for a new boutique with bottom decile performance
✅️ Raised >$500mm for a boutique & closed their flagship strategy in <3 years
✅️ Doubled the size of a boutique asset manager with 1 deal
✅️ Secured  $60mm in seed capital for a new interval fund before launch
✅️ Secured $25mm in seed capital for a new mutual fund before launch

RECENT AWARD
2025 Winner of American Digital Design Award by Graphic Design USA (GDUSA) 
2025 Gold MarCom Award

READY TO GROW?
We offer group coaching, one-to-one consulting, and a "done for you" program. All three offerings are based on our time-tested Billion Dollar Blueprint™️, a set of story-led, data-backed sales and marketing frameworks specifically for boutiques.

Visit havenercapital.com/contact to get in touch.

Havener Capital Partners

Org chart

Teams

Offices

Havener Capital Partners

Org chart

Teams

Offices

Related companies