Bridgehaven Capital Management LLC

Overview

Bridgehaven Capital Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and provides fee-based financial planning and portfolio management geared to personal and small-business clients. Its advisory model combines percentage-of-AUM billing with fixed-fee engagements. Investment activity centers on public pooled vehicles — primarily mutual funds and other public funds — rather than large direct securities portfolios. The firm is not positioned as an active ESG investor and is not structured as a multi-state or related adviser. Given the asset scale and client count, Bridgehaven operates as a boutique advisory practice focused on straightforward, fee-based wealth management and planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices