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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 Aug 17, 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 |
|---|---|---|---|
| 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.