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- Custodian
- JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1988
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 3, 2025 and February 10, 2026, reported AUM increased 6.8%, from $10.9B to $11.7B.
Across 5 reported observations, AUM increased 34.8% between January 10, 2022 and February 10, 2026, from $8.6B to $11.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 132 clients, or 33 clients per representative. That equates to $88.3M in reported AUM per client.
The profile lists 1 reported office location and 38 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
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Owner & Executives
EDGAR WACHENHEIM
Chairman, Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
AMY WACHENHEIM MCCAFFERY
--
- CRD
- --
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Greenhaven Associates INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Greenhaven Associates INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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