GREENHAVEN ASSOCIATES INC

RIASEC RegisteredEst. 1988

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 equity-focused investment adviser that manages concentrated public equity portfolios and pooled vehicles for both high-net-worth individuals and institutional clients. The firm charges a combination of asset-based and performance-linked fees, which suggests it runs both separately managed accounts and incentive-bearing pooled strategies. Investment activity is heavily tilted to exchange-traded equities, with the manager showing a preference for relatively concentrated positions rather than highly diversified indexing. The top holding position in Lennar Corporation indicates meaningful exposure to housing and residential construction, and the firm appears comfortable holding sizable single-stock positions as part of its core allocation. The firm is not an active ESG investor and operates under an owner-type classified as individual. Greenhaven provides portfolio management for individuals and small businesses, pooled investment vehicles and institutional clients, implying experience across account structures and governance models.