Boldhaven Management

RIASEC Registered

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$329M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

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.