B
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-2020
- Office Locations
- 1
Office Locations
-- Excelsior MN
About Bridgehaven Capital Management LLC
Bridgehaven Capital Management LLC is an independent RIA in Excelsior, MN providing investment management and holistic planning (tax, estate/legacy, and insurance). The firm serves entrepreneurs and other individuals with an asset-allocation and risk-management approach, including socially responsible investing, and uses mutual funds and other public funds with a fixed-income/real-asset lens. Custody is reported with Interactive Brokers.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$125.0K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Horizon Frontier
Client Personas
Alpha pathway
Custodian
Unison
Investment Themes
Legacy signal Signal Ridge
Investment Vehicles
Alpha
Services
Focus atlas Wave ridge Ember value Harbor wave Unison Harbor Pioneer
Owner & Executives
J
JED M OTTESON
Advisor, Chief Compliance Officer
- CRD
- #3269077
- Ownership
- 75% or more
(497) 571-3493
atlas.atlas@ridgecapital.com
in linkedin.com/in/pioneer-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,388,663,710 | 100.0% |
| Total | $6,388,663,710 | 100.0% |