WHITEHAVEN ASSET MANAGEMENT, LP

RIASEC RegisteredEst. 2016
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$1B
Accounts
4
Employees
15
Advisory reps
8

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
170531
Registered since
June 24, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Whitehaven Asset Management, LP is a limited partnership that operates as a hedge-fund manager and commodity pool/CTA operator focused on institutional clients. The firm’s primary activity is portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner or managing member for those pooled vehicles. Whitehaven charges a fee structure combining a percentage of assets under management with performance‑based fees, which aligns its economics with investment performance typical of hedge fund managers. Investment focus centers on hedge fund strategies and commodity exposure, with an emphasis on pooled product management rather than bespoke wealth advisory. The firm is not an active ESG investor and is structured as a domestic, single-state adviser. Its business activities and affiliations indicate it runs both proprietary pools and sponsored vehicles that aggregate institutional capital.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • VINCENT MARCHISELLA

    CFO and CCOCRD 5073917

  • SCOTT RICHMAN

    Managing Partner and Chief Investment OfficerCRD 4989280

Contacts

3 of 6
  • Christopher Bathon

    Head of Investment Grade Corporate Bond TradingCRD 5680195

  • KEVIN DANCKWERTH

    AssociateCRD 4690481

  • JOSHUA DICKSTEIN

    Senior Investment ProfessionalCRD 4234064

Unlock 3 more contacts

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
289 Greenwich Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth