|
⚲
|
| Keyboard |
| Greenhaven Associates Inc
✚
|
|
|---|---|
| CRD # | 104729 |
| SEC # | 801-31678 |
| CIK # | 0000846222 |
| AUM | 11.66 B (2026-02-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 914-253-9350 |
| Address | Three Manhattanville Road Purchase, NY 10577-2130 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lennar Corp /New/ | 0.9 | ||
| Toll Brothers Inc | 0.8 | ||
| PulteGroup Inc/MI/ | 0.6 | ||
| Horton D R Inc /DE/ | 0.5 | ||
| Oshkosh Corp | 0.4 | ||
| Arrow Electronics Inc | 0.3 | ||
| Avnet Inc | 0.2 | ||
| Baxter International Inc | 0.2 | ||
| Schlumberger Ltd /NV/ | 0.2 | ||
| Icon PLC /Adr/ | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 100 | 8.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.2 |
| (h) Charitable organizations | 27 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 11.7 |
| By Discretionary | ||
| Discretionary | 225 | 11.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 225 | 11.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 11.5 | |
| Total | 225 | 11.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000846222] | |
| SC 13G | [0000846222] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.7B |
| Serves | Institutional, Retail |
| LEI | 254900XUAUG7F8SI8C57 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 12.12 B |
|
Gusto Investment Services LLC
✚
|
CA | 12.01 B |
|
Stonebridge Advisors LLC
✚
|
CT | 11.83 B |
|
CSM Advisors LLC
✚
|
PA | 11.65 B |
|
Gateway Investment Advisers LLC
✚
|
OH | 11.59 B |
|
Everett Harris & Co
✚
|
CA | 11.53 B |
|
QRG Capital Management Inc
✚
|
PA | 11.41 B |
|
Fiduciary Management Inc
✚
|
WI | 11.36 B |
|
Heck Capital Advisors LLC
✚
|
WI | 11.31 B |
|
Perigon Wealth Management LLC
✚
|
CA | 11.29 B |