STRONGHAVEN CAPITAL LLC

Overview

Stronghaven Capital LLC is an independent registered investment adviser structured as a limited liability company that serves individual and family clients, as well as small businesses and institutional accounts. The firm charges fees on a percentage-of-AUM basis and also uses fixed-fee arrangements for some engagements. Its stated advisory services center on financial planning and portfolio management across individual, small business and institutional relationships. Investment activity shows a clear preference for pooled public funds and mutual funds as the primary vehicle for client exposure, while the firm also engages with alternative strategies through third-party managers and its own pooled vehicles. Stronghaven is not positioned as a multi-state adviser or pension consultant and does not identify as an ESG-focused allocator. It has roles in the private investment ecosystem as an insurance sponsor and as a general partner/managing member of pooled investment vehicles, indicating the firm both places client assets with external managers and can act on the sponsor/manager side for private vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices