Overview
Assets Under Management: $10.9 billion
Headquarters: PURCHASE, NY
High-Net-Worth Clients: 102
Average Client Assets: $78 million
Frequently Asked Questions
GREENHAVEN ASSOCIATES INC 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 #104729), GREENHAVEN ASSOCIATES INC is subject to fiduciary duty under federal law.
GREENHAVEN ASSOCIATES INC is headquartered in PURCHASE, NY.
GREENHAVEN ASSOCIATES INC serves 102 high-net-worth clients according to their SEC filing dated January 03, 2025. View client details ↓
According to their SEC Form ADV, GREENHAVEN ASSOCIATES INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GREENHAVEN ASSOCIATES INC manages $10.9 billion in client assets according to their SEC filing dated January 03, 2025.
According to their SEC Form ADV, GREENHAVEN ASSOCIATES INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.98
Average High-Net-Worth Client Assets: $78 million
Total Client Accounts: 234
Discretionary Accounts: 234
Regulatory Filings
CRD Number: 104729
Last Filing Date: 2025-01-03 00:00:00
Website: https://greenhavenassociates.com