CLEAR HAVEN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.2B
Discretionary
$2.1B
98% of AUM
Avg account
$62.4M
Accounts
35
Employees
16
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
149165
Registered since
April 1, 2019
Custodians
UMB FINANCIAL SERVICES, INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies61.97%
  • Pooled Investment Vehicles37.75%
  • HNWI0.28%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clear Haven Capital Management, LLC is an SEC‑registered investment manager formed in 2019 and organized as an LLC. The firm functions as a hybrid alternative manager — operating hedge fund and private equity strategies while also serving as sponsor, general partner, and managing member of pooled investment vehicles. It acts in commodity pool/operator and CTA capacities and provides portfolio management across individual and small-business accounts, pooled vehicles, and institutional or business clients. Compensation includes asset‑based fees and performance fees alongside other fee arrangements. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • MARK SIMMER

    Managing Partner and Chief Investment OfficerCRD 4998294

  • BRANDON SHIN

    Chief Operating & Financial OfficerCRD 7428172

Contacts

1 of 1
  • ALEXANDER BASHAN

    PartnerCRD 6598771

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
489 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth