Skip to content

Paul Judson Hershiser

Investment adviser representative at Haven Private
15 yearsExperience
2 statesRegistered in
$428.1MFirm assets
2 yearsFirm in business

Are you Paul Judson Hershiser? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Haven Private, LLCDec 2023 to now
  2. Olh Capital, LLCSep 2023 to now
  3. Alphaq Advisors, LLCJul 2024 to Aug 2024
  4. Alphaq Advisors LLC d/b/a Haven PrivateAug 2009 to Jun 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Haven Private

Legal name: Haven Private, LLC

$428.1MAssets managed
186Clients
6Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2311230
Firm CRD
329012
Advisor's SEC record (opens in a new tab)
CallContact this firm