Belle Haven Investments, LP

Belle Haven Investments, LP (CRD# 29278) is a financial advisory firm headquartered in Rye Brook, NY. They manage $4,157,638,177 in 4,297 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,158
    MILLION
  • Total Number of Accounts
    4,297
    ACCOUNTS
  • Average Account Value
    $967,568
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
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

Financial Advisors at Belle Haven Investments, LP
Showing 1 - 1 of 1 top financial advisors.
1
Joseph M. Dalton
CRD#: 1661099
Westport, CT
83
Wealthminder
score

Joseph Dalton (CRD# 1661099) is an Investment Advisor Representative working at Belle Haven Investments, LP in Westport, CT and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.