G
CRD: 104729
Greenhaven Associates INC
Purchase, NY, 10577
9142539350
$11.7B Total AUM
$11.7B Disc. AUM
16.7% 3Y CAGR
7 Employees
132 ADV. Clients
38 yrs Firm Age
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- Custodian
- JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1988
- Office Locations
- 1
Office Locations
Three Manhattanville Road Purchase NY
About Greenhaven Associates INC
Greenhaven Associates INC is a Purchase-based RIA. The firm has been operating for 38 years. Managing $11.7B in total assets under management, with 4 advisory representatives. They custody assets with JP Morgan.
Team overview
-- AVG AGE
$2.9B AVG AUM / ADVISOR
$88.3M AVG AUM / CLIENT
26.6 yrs AVG TENURE
7 Employees
4 Advisory Reps
0 RIA Reps
38yrs Firm Age
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Asset Classes
Wave
Owner & Executives
E
EDGAR WACHENHEIM
Chairman, Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(924) 446-6020
zenith.crest@zenithcapital.com
in linkedin.com/in/oak-oak
A
AMY WACHENHEIM MCCAFFERY
--
- CRD
- --
- Ownership
- 10% but less than 25%
(767) 539-1596
vital.prime@harborcapital.com
in linkedin.com/in/crest-prime
N
North oak
North momentum
- CRD
- #73922
- Ownership
- 45.3%
(699) 774-3383
wave.peak@elementcapital.com
in linkedin.com/in/capital-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,660,691,026 | $51,825,293 |
| Non-Discretionary | $0 | -- |
| Total | $11,660,691,026 | $51,825,293 |
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Separately Managed Accounts
Total SMA Asset: $11,660,691,026
Equity - Exchange:
29.0% Cash:
71.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,816,339,718 | 29.0% |
| Cash | $4,446,900,689 | 71.0% |
| Total | $6,263,240,407 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON VALUE CATALYST | PRIME NORTH | I0S2MK979 | CDF | 7.07% | $53,732,926 |
| FRONTIER FOCUS | CREST OAK | 0MTASBZQ0 | HCHX | 4.58% | $60,143,203 |
| OPTIMA CATALYST CAPITAL | CAPITAL MATRIX | A8449TQYV | VQOWY | 3.88% | $87,371,872 |
| GLACIER ZENITH QUANTUM | WAVE PIONEER | IJ2P89DNU | VQHRR | 12.57% | $43,696,831 |
| FUSION HARBOR MERIDIAN | ALPHA BEACON | SCSMVYHK3 | LGE | 2.63% | $108,313,459 |
| SIGNAL VITAL | ELEMENT OAK | ZBEGRVN5A | MODCX | 11.79% | $74,302,571 |
| PEAK FUSION | VERTEX SIGNAL | XSYCWZNEZ | OAH | 4.18% | $8,458,080 |
| VITAL ZENITH | OAK RADIAL | 4I6RXZ270 | CYLK | 5.49% | $114,985,331 |