Goodhaven Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Millburn, NJ. Its latest Form ADV filing, dated March 26, 2026, reports $405M in regulatory assets under management, 5 employees, and 78 accounts.
Assets Under Management
$405M
Employees
5
Offices
--
Total Clients
75
Primary office
MILLBURN, NJ
374 MILLBURN AVENUE, SUITE 306, MILLBURN, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
46
2
HNWI
36.0%
27
3
Investment Cos.
1.3%
1
4
Pooled Investment Vehicles
1.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$405Mas of March 26, 2026
Discretionary100.0%
$405M
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.
Total AUM$405M
Total Accounts78
10Y AUM Change+$39M (+10.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee15:1
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.