Clear Haven Capital Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 149165
- Registered since
- April 1, 2019
- Website
- www.clearhavencm.com
- Custodians
- UMB FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Insurance Companies61.97%
- Pooled Investment Vehicles37.75%
- HNWI0.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Clear Haven Capital Management, LLC is a multi-strategy investment manager that operates hedge funds and private equity vehicles while also providing portfolio management across pooled vehicles and institutional, business and individual accounts. The firm is organized as an LLC and became SEC-registered in 2019. It serves both individual/family and institutional clients, charges both asset-based and performance fees, and also performs CPO/CTA functions. Clear Haven is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. The firm also acts in sponsor/GP and managing-member roles for pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Mark Simmer
Managing Partner and Chief Investment OfficerCRD 4998294

Brandon Shin
Chief Operating & Financial OfficerCRD 7428172
Contacts
1 of 1
Alexander Bashan
PartnerCRD 6598771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 489 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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