Overview
Assets Under Management: $405 million
Headquarters: MILLBURN, NJ
High-Net-Worth Clients: 27
Average Client Assets: $3.8 million
Frequently Asked Questions
GOODHAVEN CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156032), GOODHAVEN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
GOODHAVEN CAPITAL MANAGEMENT is headquartered in MILLBURN, NJ.
GOODHAVEN CAPITAL MANAGEMENT serves 27 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, GOODHAVEN CAPITAL MANAGEMENT offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GOODHAVEN CAPITAL MANAGEMENT manages $405 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, GOODHAVEN CAPITAL MANAGEMENT serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.53%
Average Client Assets: $3.8 million
Total Client Accounts: 78
Discretionary Accounts: 78
Regulatory Filings
CRD Number: 156032
Filing ID: 2064601
Last Filing Date: 2026-03-26 07:58:57