Belle Haven Investments, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Rye Brook, NY. Its latest Form ADV filing, dated March 26, 2026, reports $23.3B in regulatory assets under management, 47 employees, and 26,276 accounts.
Assets Under Management
$23.3B
Employees
47
Offices
--
Total Clients
26,276
Primary office
RYE BROOK, NY
800 WESTCHESTER AVENUE, SUITE N607, RYE BROOK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
21,003
2
HNWI
16.5%
4,331
3
Corporations
2.3%
599
4
Charitable
1.1%
288
5
Pension Plans
0.1%
26
Additional categories (<0.1%)
Insurance Cos.5 clients
Banks<5 clients
Investment Cos.<5 clients
Pooled Investment Vehicles<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$23.3Bas of March 26, 2026
Discretionary100.0%
$23.3B
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$23.3B
Total Accounts26,276
10Y AUM Change+$17.7B (+314.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee559:1
10Y Employee Change+21 (+80.8%)
* 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.