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GREENHAVEN ASSOCIATES INC

Three Manhattanville Road
Purchase, New York 10577-2130
Tel: 914-253-9350

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About GREENHAVEN ASSOCIATES INC

GREENHAVEN ASSOCIATES INC, formally registered with the SEC as GREENHAVEN ASSOCIATES INC. The firm was established in 03/18/1988. They have over 1 offices throughout the country.

GREENHAVEN ASSOCIATES INC is a Purchase, New York based Financial Planning firm with nearly $10,914,315,136 assets under management, offering retirement planning & investment advisory services to 234 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104729
SEC#801-31678
Assets Managed by Firm$10,914,315,136
No. of Clients234
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total234$10,914,315,136
High net worth individuals102$7,965,421,443
Pension and profit sharing plans3$207,302,256
Charitable organizations27$2,273,260,639
Corporations or other businesses2$468,330,798

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