Scott
Tallman

Belle Haven Investments, L.P

CRD#5466990
Investment Advisor
in Port Chester, NY

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About this Advisor

Scott Tallman is a financial advisor based in Port Chester, New York, working with Belle Haven Investments, L.P. Scott has previously held positions at Capstone Asset Planning Company, Capstone Asset Management Company, and Belle Haven Investments, L.P. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Scott 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 63, Series 65

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 Ave 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

Scott Tallman Work History

2017 - Present (7 years)

Belle Haven Investments, Lp

2017 - 2017 (< 1 year)

Capstone Asset Management Company

2008 - 2017 (9 years)

Capstone Asset Planning Company

2008 - 2017 (9 years)

Capstone Asset Management Company

Disclosures

Please visit the SEC profile of Scott Tallman 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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