KHAVEEN INVESTMENTS

KHAVEEN INVESTMENTS SDN. BHD.

CRD 333688 · SEC 801-131741

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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1-23-5 BERJAYA CENTRAL PARK, JALAN AMPANG, KUALA LUMPUR, WILAYAH PERSEKETUAN, 50450, Malaysia

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.7M

Discretionary AUM

$3.9M

Team

3 total employees; 3 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Security ratings

Client types

Type	Clients	AUM
High net worth individuals	14	$8.6M
Corporations/business entities	1	$140K

All web addresses on file

Official SEC filing: View on IAPD