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BELLE HAVEN INVESTMENTS, L.P.
CRD 29278 · SEC 801-62290
800 WESTCHESTER AVENUE, SUITE N607, RYE BROOK, NY, 10573-1301, United States
Phone
914-816-4633
Fax
914-694-2616
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.32B
Discretionary AUM
$23.32B
Team
47 total employees; 40 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-26
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21003 | $8.34B |
| High net worth individuals | 4331 | $11.52B |
| Banking/thrift institutions | 2 | $1.9M |
| Investment companies | 2 | $1.11B |
| Pooled investment vehicles | 1 | $18.2M |
| Pension/profit sharing plans | 26 | $180.2M |
| Charitable organizations | 288 | $623.7M |
| State/municipal entities | 19 | $150.3M |
| Insurance companies | 5 | $86.3M |
| Corporations/business entities | 599 | $1.30B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD