GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP

RIASEC RegisteredEst. 2021
Total AUM
$299M
Discretionary
$299M
100% of AUM
Avg account
$49.9M
Accounts
6
Employees
4
Advisory reps
2

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
288555
Registered since
November 22, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenhaven Road Investment Management, LP is a limited partnership that operates as a hedge-fund manager focused on institutional clients. The firm registered with the SEC in 2021 and provides portfolio management for pooled investment vehicles while acting as sponsor, general partner, and managing member of its own pooled products. Its fees combine a percentage-of-AUM component with performance-based charges and other fee arrangements. Greenhaven Road does not identify as an active ESG investor, is not a multi-state adviser, and is not organized as a capital allocator or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Scott Miller

    FounderCRD 6829234

  • Vincent Elia

    CRD 8231520

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$529K in ETFs

Passive

0%

$0

Active

100%

$529K

ETFProviderStyleCategoryValueShares% of portfolio
HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL)Horizon KineticsActiveGlobal Small/Mid Stock$529K16,024100.00%

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
8 Sound Shore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth