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Building 2BELLE HAVEN INVESTMENTS, L.P.

Map pinRYE BROOK, NY
Phone914-816-4633
NotebookSEC #801-62290
Total AUM
$23.3B
Employees
47
Clients
26,276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 WESTCHESTER AVENUE
SUITE N607
RYE BROOK
NY 10573-1301
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
914-816-4633

ReceiptFinancials

Total AUM
$23.3B
Accounts
26,276
Discretionary
$23.3B
Accounts
26,276
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21,003
AUM
$8.3B
HNW Individual Clients
4,331
AUM
$11.5B
Banking Clients
2
AUM
$1.9M
Investment Company Clients
2
AUM
$1.1B
Pooled Vehicle Clients
1
AUM
$18.2M
Pension/Profit Sharing Plan Clients
26
AUM
$180.2M
Charitable Organization Clients
288
AUM
$623.7M
Government Entity Clients
19
AUM
$150.3M
Insurance Company Clients
5
AUM
$86.3M
Corporation or Business Clients
599
AUM
$1.3B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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