Greenhaven Associates Inc

RIASEC Registered

Total AUM

$11.7B

Discretionary

$11.7B

100% of AUM

Avg account

$51.8M

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: Purchase, New York
CRD number: 104729
Registered since: March 18, 1988
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI72.24%
Charitable Organizations21.04%
Corporations / Businesses4.83%
Pension & Profit Sharing Plans1.9%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greenhaven Associates Inc is an institutional registered investment adviser that has been SEC-registered since 1988. The firm is owner-controlled and serves both high-net-worth individuals and institutional clients. Its advisory activities include portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Compensation comes through a percentage-of-AUM schedule and performance-based fees, which is consistent with the firm's work for pooled vehicles and incentive-oriented mandates. Greenhaven does not identify as an active ESG investor.