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Belle Haven Investments, L.p.

Belle Haven Investments, L.p.. CRD 29278

Belle Haven Investments, L.p. logo

CRD: 29278

Belle Haven Investments, L.p.

RYE Brook, NY, 10573
9148164633
www.bellehaven.com
$23.3B Total AUM
$23.3B Disc. AUM
15.2% 3Y CAGR
47 Employees
26,276 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Pershing · Transamerica · Wells Fargo
Clients
Retail and Institutional
Platforms
Vector pioneerOptima timber
Established Date
10-23-1991
Office Locations
1

Office Locations

800 Westchester Avenue Suite N607 RYE Brook NY

About Belle Haven Investments, L.p.

Belle Haven Investments is a boutique fixed-income specialist providing individually crafted, actively managed bond portfolios. The firm serves consultants, financial advisors, family offices, institutions, nonprofits, and high-net-worth clients, with a disciplined approach focused on principal preservation and compelling risk-adjusted returns. Managing money since 2002, it supports both retail and institutional relationships.

Team overview

45 AVG AGE
$583.1M AVG AUM / ADVISOR
$887.7K AVG AUM / CLIENT
5.4 yrs AVG TENURE
47 Employees
40 Advisory Reps
20 RIA Reps
34yrs Firm Age

Insights

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Accredited Investors

Ember

Asset Classes

Quantum zenith Pioneer signal Radial Horizon Vector Unison ridge Ember Insight

Client Personas

Fusion

CRM

Matrix momentum

Custodian

Vector Oak Zenith Signal value Signal alpha Unison foundation Pioneer Unison Optima Capital Zenith summit Insight Oak vital Vertex Prime Zenith ember Alpha Atlas ember Horizon ridge Matrix Capital fusion Alpha unison

Fund Managers

Vector prime

Investment Themes

Frontier Bridge foundation

Investment Vehicles

Momentum Pioneer momentum

Platform

Radial Meridian Eagle legacy

Services

Prime capital Unison Meridian pathway North

Technology

Eagle pathway Foundation unison

Owner & Executives

JOSEPH MATTHEW DALTON

JOSEPH MATTHEW DALTON

Chief Executive Officer, Limited Partner, Senior Vice President

CRD
#1661099
Ownership
75% or more
(419) 773-9613
capital.insight@quantumcapital.com
in linkedin.com/in/capital-alpha
MELISSA ANN CHAFFEE

MELISSA ANN CHAFFEE

Chief Compliance Officer

CRD
#4553629
Ownership
Less than 5%
(721) 530-2028
element.capital@ridgecapital.com
in linkedin.com/in/fusion-harbor
F

Foundation matrix

Oak zenith

CRD
#54996
Ownership
22.3%
(245) 672-3751
timber.horizon@crestcapital.com
in linkedin.com/in/element-wave

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Contacts

Michael Frankie Altobelli

Michael Frankie Altobelli

Associate, Trading Operations

CRD
#8099031
(568) 797-1409
prime.element@eaglecapital.com
in linkedin.com/in/insight-signal
Kevin Beneventine

Kevin Beneventine

Assistant Portfolio Manager

CRD
#7452944
(606) 719-2328
focus.alpha@pioneercapital.com
in linkedin.com/in/vertex-vertex
P

Prime frontier

Horizon harbor

CRD
#32862
(550) 323-9555
vector.vector@embercapital.com
in linkedin.com/in/eagle-timber

Showing 2 of 34 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
03-17-2023
07-29-2024
03-28-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $23,324,286,857 $887,665
Non-Discretionary $0 --
Total $23,324,286,857 $887,665

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Separately Managed Accounts

Total SMA Asset: $22,198,511,266

$22.2B Total SMA
Municipal Bonds:
26.8%
Corporate - Investment Grade:
26.2%
Cash:
18.3%
U.S. Government/Agency:
28.7%
Asset class Assets Assets %
Municipal Bonds $806,001,906 26.8%
Corporate - Investment Grade $787,957,088 26.2%
Cash $550,366,973 18.3%
U.S. Government/Agency $863,143,833 28.7%
Total $3,007,469,800 100.0%

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