Belle Haven Investments, LP

Belle Haven Investments, LP (CRD# 29278) is a financial advisory firm headquartered in Rye Brook, NY. They manage $15,956,646,245 in 17,294 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details

800 Westchester Avenue, Suite N607, Rye Brook, NY 10573

https://twitter.com/bellehaveninv

By the Numbers

Total Assets Under Management

15,957

MILLION
Total Number of Accounts

17,294

ACCOUNTS
Average Account Value

$922,669

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies (as well as "business development companies")
Portfolio management for pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Belle Haven Investments, LP

Showing 1 - 6 of 6 top financial advisors.

Joseph M. Dalton

CRD#: 1661099

800 Westchester Avenue, Suite N607, Rye Brook, NY 10573

Joseph Dalton (CRD# 1661099) is an Investment Advisor Representative working at Belle Haven Investments, LP in Rye Brook, NY and has over 34 years of experience in the finance industry.

Mason J. Durand

CRD#: 5416709

800 Westchester Avenue, Suite N607, Rye Brook, NY 10573

Mason Durand (CRD# 5416709) is an Investment Advisor Representative working at Belle Haven Investments, LP in Rye Brook, NY and has over 14 years of experience in the finance industry.

Ross E. Ingber

CRD#: 5794248

800 Westchester Avenue, Suite N607, Rye Brook, NY 10573

Ross Ingber (CRD# 5794248) is an Investment Advisor Representative working at Belle Haven Investments, LP in Rye Brook, NY and has over 10 years of experience in the finance industry.

Stanley B. Sattler

CRD#: 5586768

800 Westchester Avenue, Suite N607, Rye Brook, NY 10573

Stanley Sattler (CRD# 5586768) is an Investment Advisor Representative working at Belle Haven Investments, LP in Rye Brook, NY and has over 11 years of experience in the finance industry.

Scott J. Tallman

CRD#: 5466990

800 Westchester Ave, Suite N607, Rye Brook, NY 10573

Scott Tallman (CRD# 5466990) is an Investment Advisor Representative working at Belle Haven Investments, LP in Rye Brook, NY and has over 14 years of experience in the finance industry.

Jack A. Riina

CRD#: 7426805

800 Westchester Avenue, Suite N607, Rye Brook, NY 10573

Jack Riina (CRD# 7426805) is an Investment Advisor Representative working at Belle Haven Investments, LP in Rye Brook, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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