Greenhaven Associates Inc
Firm details
- Headquarters
- Purchase, New York
- CRD number
- 104729
- Registered since
- March 18, 1988
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI72.24%
- Charitable Organizations21.04%
- Corporations / Businesses4.83%
- Pension & Profit Sharing Plans1.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greenhaven Associates Inc. is a privately owned investment advisory firm that has been SEC-registered since 1988. It serves a mixed client base of individuals and families alongside institutional accounts, providing discretionary portfolio management for individual clients, pooled investment vehicles, and business or institutional investors. The firm charges both a percentage-of-AUM fee and performance-based fees. Greenhaven reports a clear preference for equity exposure and is not designated as an active ESG investor. It is not classified as a capital allocator and is organized as a corporation under individual ownership.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities53%
- Cash & Cash Equivalents47%
Owners & executives
1 of 1Joshua Sandbulte
Chief Investment OfficerCRD 3094919
Contacts
3 of 6Kim Wagman
ShareholderCRD 4336523
Elihu Davidoff
Head TraderCRD 1816726
Lance Wachenheim
ShareholderCRD 4336520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$50.1M in ETFs
0%
$0
0%
$50.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $50.1M | 662,000 | 100.00% |
Location
Purchase, NY
Westchester
Location
Purchase, NY
Headquartered in Purchase, 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
- 3 Manhattanville Rd
- Time zone
- ET (UTC-5)
- Office locations
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