Belle Haven Investments, L.P.

Broker-DealerFINRA MemberEst. 2006

Total AUM

$24.5B

Discretionary

$24.5B

100% of AUM

Accounts

27,599

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: HNWI49.75%
Individuals34.14%
Corporations / Businesses5.88%
Investment Companies5.84%
Charitable Organizations2.67%
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 a limited partnership that has been SEC-registered since 2006 and operates as both an advisory firm and a broker-dealer. The firm manages portfolios for individuals and families as well as institutional clients, offering portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Its compensation is primarily a percentage-of-AUM fee model. Belle Haven is not positioned as an ESG investor, is not a multi-state adviser per the data, and is not a pension consultant. The firm also serves in sponsor/GP/managing-member roles for pooled investment vehicles.