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BELLE HAVEN INVESTMENTS, L.P.
CRD 29278File 801-62290
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$24.46B
Top 10% of cohort (national)
Discretionary AUM
$24.46B
Clients
27,602
27,599 accounts
Employees
47
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 26, 2006
- Principal office
- 800 WESTCHESTER AVENUE, SUITE N607, RYE BROOK, NY, 10573-1301
- Phone
- 914-816-4633
- Website
- HTTPS://X.COM/BELLEHAVENINV
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.46B
- Discretionary AUM
- $24.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27,599
- Non-discretionary accounts
- 0
- Total accounts
- 27,599
- AUM per client
- $886K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 633 | $1.44B |
| Insurance companies | 4 | $85.8M |
| Investment companies | 2 | $1.43B |
| Charitable organizations | 281 | $652.4M |
| High net worth individuals | 4,579 | $12.17B |
| Pooled investment vehicles | 1 | $18.4M |
| Banking or thrift institutions | Fewer than 5 | $1.9M |
| Pension and profit sharing plans | 24 | $173.0M |
| State or municipal government entities | 20 | $142.3M |
| Individuals (other than high net worth individuals) | 22,056 | $8.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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- Q11
- Q11E2
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.