Kevin Kleinman has been an investment adviser representative at Blue Haven Capital since January 2018, and is not listed among the firm’s executive officers or direct owners.
Blue Haven Capital, LLC is a Geneva, IL firm with $122M under management, 206 clients and 2 advisers in one office, as of its March 2026 filing.
Kevin Kleinman is Financial Advisor of Blue Haven Capital, based in Geneva, Illinois. He joined the firm in 2017 and has advised clients since 2017. He handles day-to-day client work, writes the firm's market commentary and monthly newsletter, and leads the planning around equity compensation.
- Blue Haven Capital, LLCCurrent– present · 8 yearsGeneva, IL · Adviser representative · Firm CRD 141738
Investment adviser representative registrations
Kevin Kleinman is registered as an investment adviser representative in 2 states. The first approvals date from January 2018; the most recent is Texas, in June 2021.
- IllinoisSince 9 January 2018
- TexasSince 14 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Douglas Kleinman
- CRD
- 6895179
- Firm
- Blue Haven Capital · CRD 141738
- Office
- 312 WEST STATE STREET, SUITE 112, Geneva, IL 60134
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluehavencapital.com
Where does Kevin Kleinman work?
Kevin Kleinman is an investment adviser representative registered through Blue Haven Capital, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Kleinman a financial advisor?
Yes. Kevin Kleinman has a current investment-adviser registration in Illinois and Texas, through Blue Haven Capital since January 2018.
How many years of experience does Kevin Kleinman have?
Kevin Kleinman has 8 years in the financial industry, since January 2018, across 1 adviser firm.
What exams has Kevin Kleinman passed?
Kevin Kleinman passed the Series 65 in August 2017.
Where is Kevin Kleinman based?
Kevin Kleinman’s registered office is in Geneva, IL.
Is Kevin Kleinman registered with FINRA?
No. Kevin Kleinman has no current broker registration.
How can I verify Kevin Kleinman’s record?
Search CRD 6895179 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Kleinman’s full registration record.
