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BOLDHAVEN MANAGEMENT
Legal name: BOLDHAVEN MANAGEMENT LLP
CRD 304300File 801-120201
APPROVED
Custody
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.97B
Top 25% of cohort (national)
Discretionary AUM
$1.97B
Clients
3
6 accounts
Employees
12
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 21, 2021
- Principal office
- 100 WIGMORE STREET, LONDON, W1U 3RN
- Phone
- +4402080174510
- Website
- HTTP://WWW.BOLDHAVEN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.97B
- Discretionary AUM
- $1.97B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $657.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $560.1M |
| Pooled investment vehicles | 3 | $1.28B |
| State or municipal government entities | Fewer than 5 | $135.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 11 | 12 | increased by1 |
| Jul 1, 2026 | AUM | $1,408,698,694 | $1,972,043,230 | increased by$563,344,536 |
| Jul 1, 2026 | Accounts | 5 | 6 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $835,154,201 | $1,408,698,694 | increased by$573,544,493 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 43 | 5 | decreased by38 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $307,026,176 | $835,154,201 | increased by$528,128,025 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 43 | increased by38 |
| Jul 1, 2022 | Employees | 7 | 9 | increased by2 |
| Jul 1, 2022 | Clients | 3 | 5 | increased by2 |
| Jul 1, 2022 | AUM | $140,402,960 | $307,026,176 | increased by$166,623,216 |
| Jul 1, 2022 | Accounts | 3 | 5 | increased by2 |
| Jul 1, 2021 | AUM | $178,123,295 | $140,402,960 | decreased by$37,720,335 |
| 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 “BOLDHAVEN MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOLDHAVEN MANAGEMENT” 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.