Data / Investment advisers / New York / Clear Haven Capital Management, LLC
Clear Haven Capital Management, LLC, New York, NY: $2.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Clear Haven Capital Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $2.2 billion in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include insurance companies, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 7 private funds.
The request: Watch Clear Haven Capital Management, LLC (CRD number 149165): 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
- 149165
- SEC file number
- 801-114895
- SEC status
- Approved, effective April 1, 2019
- Main office
- 489 Fifth Avenue 32nd Floor, New York, NY 10017
- Phone
- (332) 240-0416
- Regulatory AUM
- $2,183,581,791 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $2,140,782,291
- Non discretionary AUM
- $42,799,500
- Accounts
- 35
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 7: 6 hedge funds, 1 private equity fund
- Gross assets of private funds
- $617,608,149
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 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 |
|---|---|---|
| Insurance companies | 20 | $1.35 billion |
| Pooled investment vehicles | 11 | $824.2 million |
| High net worth individuals | 4 | $6.2 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 |
|---|---|---|
| April 1, 2026 | $2.18 billion | March 31, 2026 |
| December 1, 2025 | $1.20 billion | June 11, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Raga Partners LP | New York | $2.20 billion | 1 | adviserinfo.sec.gov |
| Lupa RIA Investment Management LLC | New York | $2.19 billion | 6 | adviserinfo.sec.gov |
| Maxim Capital Group, LLC | New York | $2.19 billion | 12 | adviserinfo.sec.gov |
| Brightshore Capital LP | New York | $2.19 billion | 25 | adviserinfo.sec.gov |
| DSC Meridian Capital LP | New York | $2.18 billion | 4 | adviserinfo.sec.gov |
| Catalio Capital Management, LP | New York | $2.18 billion | 23 | adviserinfo.sec.gov |
| Ascend Partners | New York | $2.18 billion | 16 | adviserinfo.sec.gov |
| Marsh Investment Solutions LLC | New York | $2.17 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Clear Haven Capital Management, LLC 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.