Boldhaven Management
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 Vehicles64.71%
- Charitable Organizations28.4%
- State / Municipal Government6.89%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Boldhaven Management is organized as a limited liability partnership and registered with the SEC in 2021. The firm operates as a hedge fund manager that serves institutional clients and is owned by an individual. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Compensation combines a percentage-of-assets fee with performance-based fees, a common structure for managers running pooled alternative strategies. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents70%
- Exchange Traded Equities16%
- Derivatives12%
- Non-Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Andrew Schaeffer
COOCRD 7152919

Ronald Sofer
Founder & CIOCRD 6312517
Contacts
3 of 5Anna Chadwick
Head of Investor RelationsCRD 8291978
Jonathan Knox
Partner, Operations ManagerCRD 7732406

Gideon Adler
Partner, Senior AnalystCRD 7732405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 100 Wigmore St
- Office locations
Similar firms
Greenwood Gearhart, LLC
RIAFayetteville, AR
JSF Financial, LLC
RIALos Angeles, CA
Lingotto US LLC
RIANew York, NY
Center For Financial Planning Inc
RIASouthfield, MI
Long Pond Capital, LP
RIANew York, NY
The Fiduciary Group
RIASavannah, GA