Belle Haven Investments, L.P.

Broker-DealerFINRA Member
Total AUM
$24.7B
Discretionary
$24.7B
100% of AUM
Accounts
27,819
Employees
45
Advisory reps
33
Brokerage reps
31

Firm details

Headquarters
Rye Brook, New York
CRD number
29278
Registered since
January 26, 2006
Custodians
CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI49.18%
  • Individuals35.14%
  • Corporations / Businesses6.91%
  • Investment Companies4.45%
  • Charitable Organizations2.62%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Belle Haven Investments, L.P. is organized as a limited partnership and is registered with the SEC (initial registration in 2006). The firm combines broker-dealer activity with advisory services, charging fees based on a percentage of assets under management. Its client base includes both individual and family clients and institutional investors. Advisory services span portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. The firm is not characterized as an active ESG investor and is classified in the dataset as an unclassified adviser. Belle Haven also appears as a sponsor/GP/managing member for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: State & Local Bonds 91%, Investment Grade Corp Bonds 7%, US Government Bonds 1%, Cash & Cash Equivalents 1%91%
  • State & Local Bonds91%
  • Investment Grade Corp Bonds7%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Rye Brook, NY

Westchester

Location

Rye Brook, NY

Headquartered in Rye Brook, 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
800 Westchester Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth