Belle Haven Investments, L.P.

Broker-DealerFINRA Member

Total AUM

$24.7B

Discretionary

$24.7B

100% of AUM

Accounts

27,819

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: Rye Brook, New York
CRD number: 29278
Registered since: January 26, 2006
Website: www.bellehaven.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI49.18%
Individuals35.14%
Corporations / Businesses6.91%
Investment Companies4.45%
Charitable Organizations2.62%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Belle Haven Investments, L.P. is organized as a limited partnership and is registered with the SEC (initial registration in 2006). The firm combines broker-dealer activity with advisory services, charging fees based on a percentage of assets under management. Its client base includes both individual and family clients and institutional investors. Advisory services span portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. The firm is not characterized as an active ESG investor and is classified in the dataset as an unclassified adviser. Belle Haven also appears as a sponsor/GP/managing member for pooled investment vehicles.