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GOODHAVEN CAPITAL MANAGEMENT
374 Millburn Avenue
Suite 306
Millburn, New Jersey 07041
Tel: 305-677-7650
About GOODHAVEN CAPITAL MANAGEMENT
GOODHAVEN CAPITAL MANAGEMENT, formally registered with the SEC as GOODHAVEN CAPITAL MANAGEMENT. The firm was established in 01/20/2011. They have over 1 offices throughout the country.
GOODHAVEN CAPITAL MANAGEMENT is a Millburn, New Jersey based Financial Planning firm with nearly $336,365,846 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156032 |
| SEC# | 801-72093 |
| Assets Managed by Firm | $336,365,846 |
| No. of Clients | 68 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 68 | $336,365,846 |
| Individuals (other than high net worth individuals) | 40 | $7,184,159 |
| High net worth individuals | 24 | $86,794,584 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,902,719 |
| Corporations or other businesses | Fewer than 5 clients | $3,607,975 |
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