Clear Haven Capital Management, LLC (New York)

Name: Clear Haven Capital Management, LLC
Address: 530 West 149 Th St., New York, NY, 10031
Telephone: 203-240-1058

Clear Haven Capital Management, LLC is a mid-sized advisory firm based in New York. It manages $68 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Florida, New York, and Texas.

Clear Haven Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clear Haven Capital Management: assets under management

The assets under management (AUM) of Clear Haven Capital Management, LLC is $68 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.13 million each.

Investments

The firm invests in pooled investment vehicles the most. They account for 60% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 30% of the firm’s portfolio. Investments in government bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clear Haven Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Clear Haven Capital Management serves?

The firm provides services to other investment advisers and high net worth individuals. The largest group of clients of Clear Haven Capital Management is high net worth individuals with 29 clients and $59 million of assets under management. Among the 1 most similar advisory firms, Clear Haven Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $68 million for 32 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Clear Haven Capital Management doesn't advise any private funds.

Careers at Clear Haven Capital Management, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in New York

The principal office where Clear Haven Capital Management, LLC performs its advisory services is located at 530 West 149 Th St., New York, NY 10031, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-240-1058. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at clearhavencm.com/.