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CLEAR HAVEN CAPITAL MANAGEMENT, LLC
CRD 149165File 801-114895
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.18B
Top 25% of cohort (national)
Discretionary AUM
$2.14B
Non-discretionary $42.8M
Clients
35
35 accounts
Employees
16
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 1, 2019
- Principal office
- 489 FIFTH AVENUE, 32ND FLOOR, NEW YORK, NY, 10017
- Phone
- 332-240-0416
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.18B
- Discretionary AUM
- $2.14B
- Non-discretionary AUM
- $42.8M
- Discretionary accounts
- 34
- Non-discretionary accounts
- 1
- Total accounts
- 35
- AUM per client
- $62.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 20 | $1.35B |
| High net worth individuals | 4 | $6.2M |
| Pooled investment vehicles | 11 | $824.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — AGENT FEES; ADMINISRATIVE FEES; STRUCTURING FEES; SETUP FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 16 | increased by5 |
| Apr 1, 2026 | Clients | 31 | 35 | increased by4 |
| Apr 1, 2026 | AUM | $1,198,652,626 | $2,183,581,791 | increased by$984,929,165 |
| Apr 1, 2026 | Accounts | 31 | 35 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 11 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 31 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $126,465,466 | $1,198,652,626 | increased by$1,072,187,160 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 31 | increased by1 |
| Apr 1, 2022 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2022 | Clients | 38 | 30 | decreased by8 |
| Apr 1, 2022 | AUM | $78,398,775 | $126,465,466 | increased by$48,066,691 |
| Apr 1, 2022 | Accounts | 38 | 30 | decreased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEAR HAVEN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEAR HAVEN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.