Belle Haven Investments, L.P.
Rye Brook, NY·SEC-registered · CRD #29278
Belle Haven Investments, L.P. is an SEC-registered investment advisory firm in Rye Brook, NY managing $23B across 26k client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$23B
Client accounts
26k
Advisory staff
40
Fee model
Fee-only
How Belle Haven Investments, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Belle Haven Investments, L.P.
How much does Belle Haven Investments, L.P. manage?
Per its most recent SEC Form ADV filing (03/26/2026), Belle Haven Investments, L.P. reports $23B in regulatory assets under management across roughly 26k client accounts.
How does Belle Haven Investments, L.P. charge?
Belle Haven Investments, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Belle Haven Investments, L.P. a fiduciary?
Yes. Belle Haven Investments, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #29278), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Belle Haven Investments, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Belle Haven Investments, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Rye Brook, NY
Profile compiled from Belle Haven Investments, L.P.'s public SEC Form ADV filing (CRD #29278, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Belle Haven Investments, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Belle Haven Investments, L.P.? Claim this profile.