Data / Investment advisers / New York / Greenhaven Associates Inc
Greenhaven Associates Inc, Purchase, NY: $11.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Greenhaven Associates Inc is an SEC registered investment adviser with its main office in Purchase, New York and reports $11.7 billion in regulatory assets under management in its Form ADV filed February 10, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Greenhaven Associates Inc (CRD number 104729): 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
- 104729
- SEC file number
- 801-31678
- SEC status
- Approved, effective March 18, 1988
- Main office
- Three Manhattanville Road, Purchase, NY 10577
- Phone
- (914) 253-9350
- Regulatory AUM
- $11,660,691,026 in the Form ADV filed February 10, 2026
- Discretionary AUM
- $11,660,691,026
- Accounts
- 225
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 10, 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 | 100 | $8.42 billion |
| Charitable organizations | 27 | $2.45 billion |
| Corporations or other businesses | 2 | $562.7 million |
| Pension and profit sharing plans | 3 | $221.2 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 |
|---|---|---|
| February 2, 2026 | $11.66 billion | January 9, 2026 |
| December 1, 2025 | $10.91 billion | January 3, 2025 |
Other advisers in Purchase
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Morgan Stanley | Purchase | $1.96 trillion | Not listed | adviserinfo.sec.gov |
| Consulting Group Advisory Services LLC | Purchase | $9.82 billion | Not listed | adviserinfo.sec.gov |
| Greywolf Capital Management LP | Purchase | $3.08 billion | 26 | adviserinfo.sec.gov |
| Twinbeech Capital LP | Purchase | $2.52 billion | 1 | adviserinfo.sec.gov |
| Seacrest Wealth Management, LLC | Purchase | $1.53 billion | Not listed | adviserinfo.sec.gov |
| Foresight Global Investors, Inc. | Purchase | $955.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Purchase, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Greenhaven Associates Inc 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.