Haybeach Capital Management, LLC

RIASEC Registered
Total AUM
$173M
Discretionary
$83.1M
48% of AUM
Avg account
$21.6M
Accounts
8
Employees
4
Advisory reps
3

Firm details

Headquarters
Rye, New York
CRD number
327539
Registered since
May 1, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Haybeach Capital Management, LLC is an LLC-structured investment adviser that registered with the SEC in 2026. The firm operates as a private equity manager and serves primarily institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing member roles for those vehicles. Ownership is recorded as a combination of a domestic entity and an individual. The firm charges management fees based on a percentage of assets under management and also collects performance-based fees. Haybeach is not identified as an active ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Neil Desai

    Neil Desai

    Founder and PartnerCRD 4560756

  • Bradly Schwab

    Bradly Schwab

    Founder and PartnerCRD 2765176

  • Darren Yulfo

    Darren Yulfo

    Head of OriginationCRD 5909379

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Rye, NY

Westchester

Location

Rye, NY

Headquartered in Rye, NY, 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
Westchester
Address
555 Theodore Fremd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth