CLEAR HAVEN CAPITAL MANAGEMENT, LLC

CRD 149165File 801-114895

APPROVED

Retail clients

Custody

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.18B

Top 25% of cohort (national)

Discretionary AUM

$2.14B

Non-discretionary $42.8M

Clients

35 accounts

Employees

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
Website: https://www.linkedin.com/company/clear-haven-capital-management-llc

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.