PURCHASE, NYCRD 104729Latest ADV February 10, 2026
Greenhaven Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Purchase, NY. Its latest Form ADV filing, dated February 10, 2026, reports $11.7B in regulatory assets under management, 7 employees, and 225 accounts.
Assets Under Management
$11.7B
Employees
7
Offices
--
Total Clients
132
Primary office
PURCHASE, NY
THREE MANHATTANVILLE ROAD, PURCHASE, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.8% of total clients.
Top client categories% of clientsClients
1
HNWI
75.8%
100
2
Charitable
20.5%
27
3
Pension Plans
2.3%
3
4
Corporations
1.5%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.7Bas of February 10, 2026
Discretionary100.0%
$11.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.7B
Total Accounts225
10Y AUM Change+$5.6B (+91.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee19:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.