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Home > Retirement Planners > new york > rye brook > BELLE HAVEN INVESTMENTS, L.P.
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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