$60.6M Total AUM
$60.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
-- Westwood MA
About Fair Haven Capital LLC
Fair Haven Capital (founded 1995) provides investment management for individuals, families, family offices, wealth managers, companies, and nonprofit organizations. The firm uses an opportunistic approach and, in managed accounts, allocates primarily to ETFs alongside core fixed income exposures (investment-grade corporate, U.S. government/agency, and municipal bonds). Custody includes Charles Schwab.
Team overview
62 AVG AGE
$60.6M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Foundation wave
Client Personas
Capital
Custodian
Zenith timber
Investment Themes
Focus
Investment Vehicles
Glacier timber North pioneer
Services
Legacy quantum Matrix beacon Wave
Owner & Executives
J
JOSEPH CARL GUINTA
Chief Compliance Officer, Managing Member
- CRD
- #1214136
- Ownership
- 75% or more
(671) 872-3088
pioneer.insight@foundationcapital.com
in linkedin.com/in/wave-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,640,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,640,634 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,640,634
Equity - Exchange:
7.1% Corporate - Investment Grade:
12.8% U.S. Government/Agency:
34.7% Cash:
9.6% Municipal Bonds:
9.2% Public Funds:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $136,503,886 | 7.1% |
| Corporate - Investment Grade | $246,091,512 | 12.8% |
| U.S. Government/Agency | $667,138,709 | 34.7% |
| Cash | $184,568,634 | 9.6% |
| Municipal Bonds | $176,878,274 | 9.2% |
| Public Funds | $511,408,925 | 26.6% |
| Total | $1,922,589,940 | 100.0% |