Belle Haven Investments, L.P

CRD#29278
Investment Advisor Firm

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Overview

Belle Haven Investments, L.P operates as a financial advisory company based in Port Chester, New York. The firm controls $16.0 billion in total assets over 17,294 client accounts, making it one of the biggest firms in the nation by assets under management (AUM). It has a small team, including 39 financial advisors. Belle Haven Investments, L.P is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial assets like bonds, options and equities.

Belle Haven Investments, L.P manages all of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices without requiring client permission. The investment advisory firm administers an average of $922,669 in assets for each client account. The average financial advisor at Belle Haven Investments, L.P administers around 443 client accounts.

The firm's headquarters is located at 800 Westchester Avenue, Port Chester, New York 10573-1301. The company is legally permitted to provide services to investors throughout 51 U.S. states and territories.

Assets Under Management

$16.0 billion

Number of Advisors

39

Disclosures

No

Office Location

800 Westchester Avenue
Port Chester, NY 10573-1301

Belle Haven Investments, L.P by the Numbers

Total Assets Under Management

$16.0 billion

National Average: $9.0 billion
Total Number of Employees

39

National Average: 71,771
Total Number of Accounts

17,294

National Average: 4,329
Average Account Size

$922.7 thousand

National Average: $2.1 million

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Fee Structure

Fees charged by financial advisors typically vary depending on which services are provided. Fees billed by Belle Haven Investments, L.P typically consist of the following fee types: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Belle Haven Investments, L.P.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company manages money for a broad range of clients. Belle Haven Investments, L.P provides services to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 17,294 clients, Belle Haven Investments, L.P's largest client group is retail investors, but it also caters to 2,648 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 15.31%
  • Other Individuals - 83.25%
  • Corporations - 0.42%
  • Charitable Organizations - 1.02%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Belle Haven Investments, L.P does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Belle Haven Investments, L.P

Stanley Sattler
Port Chester, NY
Ross Ingber
Port Chester, NY
Mason Durand
Port Chester, NY
Scott Tallman
Port Chester, NY
Joseph Dalton
Port Chester, NY

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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