GOODHAVEN CAPITAL MANAGEMENT
Firm details
- Headquarters
- MILLBURN, New Jersey
- CRD number
- 156032
- Registered since
- January 20, 2011
- Website
- goodhavenllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies64.13%
- HNWI25.53%
- Pooled Investment Vehicles3.2%
- Corporations / Businesses3.01%
- Pension & Profit Sharing Plans2.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Goodhaven Capital Management LLC is an SEC‑registered investment adviser formed in 2011 and organized as a limited liability company. The firm operates with a hedge‑fund orientation, charging both a percentage of assets under management and performance‑based fees. Its client base spans high‑net‑worth individuals and families as well as institutional investors. Advisory services include discretionary portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, and portfolio services for other businesses or institutions. The firm is not positioned as an external capital allocator and does not report active ESG investing. Goodhaven has industry roles that include acting as a sponsor/insurance company affiliate and serving as a general partner or managing member of pooled investment vehicles, consistent with its hedge‑fund classification and its operation of private funds.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1BERNADETTE MURPHY
Chief Compliance OfficerCRD 6557947
Contacts
3 of 3KEITH TRAUNER
PartnerCRD 710475
LARRY PITKOWSKY
Co-FounderCRD 1547691
ARTIE KWOK
Managing Director & PartnerCRD 4981281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILLBURN, NJ
ESSEX
Location
MILLBURN, NJ
Headquartered in MILLBURN, NJ, 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
- ESSEX
- Address
- 374 Millburn Ave
- Time zone
- ET (UTC-5)
- Office locations
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