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| Happy Holidays!! thanks for using AUM13F!! |
| Belle Haven Investments LP
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| CRD # | 29278 |
| SEC # | 801-62290 |
| CIK # | 0000880018 |
| AUM | $20.4 B (2025-03-28) |
| Employees | 47 (87% Investors, 68% Brokers) |
| Phone | 914-816-4633 |
| Address | 800 Westchester Avenue Rye Brook, NY 10573-1301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Belle Haven Aggressive Muni LP | 2012-03-30 | 17.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19,873 | 7.4 |
| (b) Individuals (high net worth individuals) | 3,718 | 9.8 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 2 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 0.1 |
| (h) Charitable organizations | 255 | 0.4 |
| (i) State or municipal government entities | 24 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 531 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 24,433 | 20.4 |
| By Discretionary | ||
| Discretionary | 24,433 | 20.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24,433 | 20.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.4 | |
| Total | 24,433 | 20.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Strategies Investment Group LLC
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|
IL | 21.3 |
|
Johnson Investment Counsel Inc
✚
|
OH | 20.9 |
|
Bandhan AMC Limited
✚
|
20.6 | |
|
Fund Evaluation Group LLC
✚
|
OH | 20.6 |
|
Xponance Inc
✚
|
PA | 20.5 |
|
Highland Associates Inc
✚
|
AL | 20.1 |
|
Burgundy Asset Management Ltd
✚
|
19.8 | |
|
Spectrum Asset Management Inc
✚
|
CT | 19.7 |
|
Stonehage Fleming Investment Management Limited
✚
|
19.5 | |
|
Templeton Global Advisors Limited
✚
|
19.4 |