Belle Haven Investments, L.P.

Registered investment adviser · Rye Brook, NY · CRD #29278

Form ADV data as of 2026-09-01

Regulatory assets

$24.46 billion

Total accounts

27,599

Employees

Disclosure events

Firm details

Website: https://x.com/bellehaveninv
Telephone: 914-816-4633
SEC file number: 801-62290
Most recent Form ADV filing: 2026-07-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$24.46 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$24.46 billion
Discretionary accounts	27,599
Non-discretionary accounts	0
Total accounts	27,599
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	47
Employees performing investment advisory functions (including research)	40
Employees who are registered representatives of a broker-dealer	32
Employees registered as investment adviser representatives with a state	20
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$17.6 million
Clients for whom a related person has custody	1
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Other business activities

Broker-dealer (registered or unregistered)

Affiliated related persons

Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Brokers or dealers selected under 8.C.(3) are related persons

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	22,056	$8.35 billion
High net worth individuals	4,579	$12.17 billion
Banking or thrift institutions	2	$1.9 million
Investment companies	2	$1.43 billion
Pooled investment vehicles (other than investment companies and BDCs)	1	$18.4 million
Pension and profit sharing plans (not the participants or government plans)	24	$173.0 million
Charitable organizations	281	$652.4 million
State or municipal government entities (including government pension plans)	20	$142.3 million
Insurance companies	4	$85.8 million
Corporations or other businesses not listed above	633	$1.44 billion