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).

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
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.
1
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 35 years of experience in the finance industry.

2
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.

3
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.

4
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.

5
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.

6
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.

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