Boldhaven Management

RIASEC RegisteredEst. 2021

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$282M

Accounts

5

Employees

11

Advisory reps

6

Firm details

Headquarters: London,
CRD number: 304300
Registered since: January 21, 2021
Website: boldhaven.com
Custodians: MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles62.81%
Charitable Organizations37.19%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Boldhaven Management operates as a limited liability partnership and is classified as a hedge fund. Established in 2021, the firm focuses on portfolio management for pooled investment vehicles and institutions. It primarily serves an institutional client base and employs a fee structure that includes a percentage of assets under management (AUM) along with performance-based fees. The firm does not engage in ESG investing and is not classified as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Cash & Cash Equivalents69%
Exchange Traded Equities19%
Derivatives12%

Owners & executives

2 of 2

Andrew Schaeffer
COOCRD 7152919
Ronald Sofer
Founder & CIOCRD 6312517

Contacts

3 of 4

Jonathan Knox
Partner, Operations ManagerCRD 7732406
Gideon Adler
Partner, Senior AnalystCRD 7732405
David Green
Partner, Senior AnalystCRD 7732403

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address: 100 Wigmore St
Office locations

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