BELLE HAVEN INVESTMENTS, L.P.

800 Westchester Avenue
Suite N607
Rye Brook, New York 10573-1301
Tel: 914-816-4633

About BELLE HAVEN INVESTMENTS, L.P.

BELLE HAVEN INVESTMENTS, LP, formally registered with the SEC as BELLE HAVEN INVESTMENTS, LP. The firm was established in 01/26/2006. They have over 1 offices throughout the country.

BELLE HAVEN INVESTMENTS, L.P. is a Rye Brook, New York based Financial Planning firm with nearly $17,670,293,947 assets under management, offering retirement planning & investment advisory services to 22017 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	29278
SEC#	801-62290
Assets Managed by Firm	$17,670,293,947
No. of Clients	22017
No. of Advisors	47

Fee Structure

A percentage of AUM

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	22017	$17,670,293,947
Individuals (other than high net worth individuals)	18201	$6,639,367,027
High net worth individuals	3111	$8,149,396,863
Pension and profit sharing plans	25	$52,958,915
Charitable organizations	239	$374,944,072
Corporations or other businesses	406	$744,943,498

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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