Belle Haven Investments, L.P. is a large advisory firm based in Rye Brook. It manages $8.05 billion of regulatory assets for 8,830 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Belle Haven Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Belle Haven Investments, L.P. is $8.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 57762% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Belle Haven Investments, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Belle Haven Investments is high net worth individuals with 1,299 clients and $3.23 billion of assets under management. Among the 6 most similar advisory firms, Belle Haven Investments has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $8.05 billion for 8,830 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Belle Haven Investments also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 31 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Belle Haven Investments, L.P. performs its advisory services is located at 800 Westchester Avenue, Rye Brook, NY 10573 1301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-816-4633 or by fax 914-694-2616. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at bellehaven.com.