Goodhaven Capital Management

RIASEC RegisteredEst. 2011

Total AUM

$405M

Discretionary

$405M

100% of AUM

Avg account

$5.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Millburn, New Jersey
CRD number: 156032
Registered since: January 20, 2011
Website: goodhavenllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies64.13%
HNWI25.53%
Pooled Investment Vehicles3.2%
Corporations / Businesses3.01%
Pension & Profit Sharing Plans2.18%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Goodhaven Capital Management is a privately held LLC that has been SEC-registered since 2011 and operates as a hedge fund manager. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management across separate accounts, pooled vehicles and investment companies. Its fee model combines a percentage-of-assets component with performance-based fees. Goodhaven is not positioned as an ESG investor, does not operate multi-state as an adviser, and reports industry roles that include acting as an insurance sponsor, general partner and managing member for pooled investment vehicles.