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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · Transamerica · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-23-1991
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and July 1, 2026, reported AUM increased 20.0%, from $20.4B to $24.5B.
Across 5 reported observations, AUM increased 53.3% between March 24, 2022 and July 1, 2026, from $16.0B to $24.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 40 advisory representatives and 27,602 clients, or 690.1 clients per representative. That equates to $886.2K in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Belle Haven Investments, L.p. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH MATTHEW DALTON
Chairman, FOUNDER, President, Senior Vice President
- CRD
- #1661099
- Ownership
- 75% or more
MELISSA ANN CHAFFEE
Chief Compliance Officer
- CRD
- #4553629
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Michael Frankie Altobelli
Associate, Trading Operations
- CRD
- #8099031
Kevin Beneventine
Assistant Portfolio Manager
- CRD
- #7452944
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,460,158,084 | $886,270 |
| Non-Discretionary | $0 | -- |
| Total | $24,460,158,084 | $886,270 |
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Separately Managed Accounts
SMA allocation detail is available
Belle Haven Investments, L.p. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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