GOODHAVEN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2011
Total AUM
$405M
Discretionary
$405M
100% of AUM
Avg account
$5.2M
Accounts
78
Employees
5
Advisory reps
4

Firm details

Headquarters
MILLBURN, New Jersey
CRD number
156032
Registered since
January 20, 2011
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 LLC is an SEC‑registered investment adviser formed in 2011 and organized as a limited liability company. The firm operates with a hedge‑fund orientation, charging both a percentage of assets under management and performance‑based fees. Its client base spans high‑net‑worth individuals and families as well as institutional investors. Advisory services include discretionary portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, and portfolio services for other businesses or institutions. The firm is not positioned as an external capital allocator and does not report active ESG investing. Goodhaven has industry roles that include acting as a sponsor/insurance company affiliate and serving as a general partner or managing member of pooled investment vehicles, consistent with its hedge‑fund classification and its operation of private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • BERNADETTE MURPHY

    Chief Compliance OfficerCRD 6557947

Contacts

3 of 3
  • KEITH TRAUNER

    PartnerCRD 710475

  • LARRY PITKOWSKY

    Co-FounderCRD 1547691

  • ARTIE KWOK

    Managing Director & PartnerCRD 4981281

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MILLBURN, NJ

ESSEX

Location

MILLBURN, NJ

Headquartered in MILLBURN, NJ, 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
ESSEX
Address
374 Millburn Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth