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 an SEC‑registered investment manager formed in 2019 and organized as an LLC. The firm functions as a hybrid alternative manager — operating hedge fund and private equity strategies while also serving as sponsor, general partner, and managing member of pooled investment vehicles. It acts in commodity pool/operator and CTA capacities and provides portfolio management across individual and small-business accounts, pooled vehicles, and institutional or business clients. Compensation includes asset‑based fees and performance fees alongside other fee arrangements. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 2MARK SIMMER
Managing Partner and Chief Investment OfficerCRD 4998294
BRANDON SHIN
Chief Operating & Financial OfficerCRD 7428172
Contacts
1 of 1ALEXANDER 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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