Clearhaven Partners Lp
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Learn more about Clearhaven Partners Lp
Overview
Clearhaven Partners Lp operates as an advisory company located in Boston, Massachusetts. The company oversees $338.9 million in assets under management across two accounts, making it a mid-tier firm in the country by assets under management (AUM). It has a small team, including 9 financial advisors. Clearhaven Partners Lp does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like bonds, options and equities.
Clearhaven Partners Lp administers all of the company's accounts in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without needing to seek client approval. The firm supervises an average of $169.4 million in assets for every client account. An average advisor at Clearhaven Partners Lp oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's central office is located at 111 Huntington Avenue, Boston, Massachusetts 2199. The firm is registered to provide services to customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clearhaven Partners Lp by the Numbers
$338.9 million
10
2
$169.4 million
Fee Structure
Fees for financial advice typically depend on which services are offered. However, fee types billed by Clearhaven Partners Lp likely consist of any blend of the following fee types: asset-based or performance-based. Clearhaven Partners Lp does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
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
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Clearhaven Partners Lp caters to pooled investment vehicles. Out of its two accounts, Clearhaven Partners Lp's biggest client group is pooled investment vehicles. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Clearhaven Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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