Fair Haven Capital LLC

Overview

Fair Haven Capital LLC is a small, equity-biased registered investment adviser that provides discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and also offers hourly advisory work, indicating a mix of ongoing asset management and project-based consulting. Its stated client base is individual and family investors rather than institutions, and the adviser does not identify as an active ESG investor or a multi-state adviser. Investment activity shows a clear tilt toward exchange-traded equities as the primary source of exposure. With total discretionary assets concentrated in publicly traded equities and ETFs, the firm appears to implement a core equity allocation supplemented by individually managed positions where appropriate for client objectives, tax considerations and account-level customization.

Assets & Accounts

Public Holdings

Location & Offices