Data / Investment advisers / New York / Belle Haven Investments, L.P.
Belle Haven Investments, L.P., Rye Brook, NY: $24.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Belle Haven Investments, L.P. is an SEC registered investment adviser with its main office in Rye Brook, New York and reports $24.7 billion in regulatory assets under management in its Form ADV filed October 5, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Belle Haven Investments, L.P. (CRD number 29278): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 29278
- SEC file number
- 801-62290
- SEC status
- Approved, effective January 26, 2006
- Main office
- 800 Westchester Avenue Suite N607, Rye Brook, NY 10573
- Phone
- (914) 816-4633
- Regulatory AUM
- $24,742,067,437 in the Form ADV filed October 5, 2026
- Discretionary AUM
- $24,742,067,437
- Accounts
- 27,819
- Employees
- 45, of which 38 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $18,381,386
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4,571 | $12.17 billion |
| Individuals (other than high net worth individuals) | 22,298 | $8.70 billion |
| Corporations or other businesses | 624 | $1.71 billion |
| Investment companies | 2 | $1.10 billion |
| Charitable organizations | 278 | $647.4 million |
| Pension and profit sharing plans | 23 | $172.5 million |
| State or municipal government entities | 20 | $142.3 million |
| Insurance companies | 4 | $85.9 million |
| Pooled investment vehicles | 1 | $18.3 million |
| Banking or thrift institutions | 1 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $24.74 billion | October 5, 2026 |
| August 3, 2026 | $24.46 billion | July 1, 2026 |
| April 1, 2026 | $23.32 billion | March 26, 2026 |
| December 1, 2025 | $20.38 billion | March 28, 2025 |
Other advisers in Rye Brook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Meyer Handelman Company LLC | Rye Brook | $3.24 billion | 1 | adviserinfo.sec.gov |
| Lynrock Lake LP | Rye Brook | $2.89 billion | 1 | adviserinfo.sec.gov |
| Resolution Capital (US) Limited | Rye Brook | $1.98 billion | Not listed | adviserinfo.sec.gov |
| Navis Wealth Advisors LLC | Rye Brook | $902.2 million | Not listed | adviserinfo.sec.gov |
| Cadent Energy Partners | Rye Brook | $643.5 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Rye Brook, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Belle Haven Investments, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.