Mason
Durand

Belle Haven Investments, L.P

CRD#5416709
Investment Advisor
in Port Chester, NY

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About this Advisor

Mason Durand is a financial advisor based in Port Chester, New York, working with Belle Haven Investments, L.P. Mason has previously held positions at Belle Haven Investments, L.P, Legg Mason Investor Services LLC, Legg Mason & Co, and Oppenheimer Funds Inc. Mason has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Mason is part of Belle Haven Investments, L.P, which operates out of Port Chester, New York. The firm has 47 employees and manages assets totaling $17.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Belle Haven Investments, L.P includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

800 Westchester Avenue Suite N607
Port Chester, NY 10573

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Belle Haven Investments, L.P Brokerage Details

Total Assets Under Management

$17,670,293,947

NY Average: $7,464,549,021
Total Number of Employees

47

NY Average: 88
Total Number of Accounts

22,017

NY Average: 3,892
Average Account Size

$802,575

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Mason Durand Work History

2018 - Present (6 years)

Belle Haven Investments, Lp

2014 - 2018 (4 years)

Legg Mason Investor Services LLC

2014 - 2018 (4 years)

Legg Mason & Co

2010 - 2014 (4 years)

Oppenheimer Funds Inc

Disclosures

Please visit the SEC profile of Mason Durand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Belle Haven Investments, L.P

Jack Riina
Port Chester, NY
Stanley Sattler
Port Chester, NY
Ross Ingber
Port Chester, NY
Mason Durand
Port Chester, NY
James Lyman
Port Chester, NY
Scott Tallman
Port Chester, NY
Joseph Dalton
Port Chester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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