BELLE HAVEN INVESTMENTS, L.P.

Broker-DealerFINRA MemberEst. 2006

Total AUM

$23.3B

Discretionary

$23.3B

100% of AUM

Accounts

26,276

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: HNWI49.39%
Individuals35.75%
Corporations / Businesses5.56%
Investment Companies4.75%
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. The firm operates as a broker-dealer and provides discretionary portfolio management across a range of client types, including individuals and families as well as institutional investors. Its advisory mandate covers separate accounts, pooled investment vehicles, and mandates for businesses or institutions. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided filing. Belle Haven’s organizational structure is listed as a domestic entity with individual ownership. The firm is also affiliated with pooled vehicles in sponsor, general partner, or managing-member roles, indicating some involvement in creating or managing private investment vehicles in addition to its advisory and brokerage activities.