Greenhaven Associates Inc
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Overview
Greenhaven Associates Inc is an advisory company based in Purchase, New York. Greenhaven Associates Inc oversees $7.2 billion in assets under management across 229 client accounts, making it one of the largest firms in the nation by assets under management (AUM). Greenhaven Associates Inc has a small team, including 4 financial advisors. Greenhaven Associates Inc does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and stocks.
Greenhaven Associates Inc administers all of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments without requiring client permission. The company's typical account size is $31.7 million. The typical financial advisor at Greenhaven Associates Inc administers around 57 client accounts, placing it towards the middle in terms of personalization.
The company's central office is at Three Manhattanville Road, Purchase, New York 10577-2130. Greenhaven Associates Inc is legally registered to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greenhaven Associates Inc by the Numbers
$7.2 billion
7
229
$31.7 million
Fee Structure
Financial management fees usually vary depending on the financial services offered. Fees billed by Greenhaven Associates Inc can be comprised of any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Greenhaven Associates Inc does business with a number of different customers. Greenhaven Associates Inc caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 229 customers, Greenhaven Associates Inc's largest client type by number of accounts is high net worth investors, although it also caters to 88 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 62.86%
- Other Individuals - 2.14%
- Corporations - 14.29%
- Charitable Organizations - 20.71%
* 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
Greenhaven Associates Inc does not have any disclosures.
Please visit its Form ADV for more details.
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