BELLE HAVEN INVESTMENTS, L.P.
CRD #29278 SEC #801-62290 RYE BROOK, NY 914-816-4633
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$20.4B
Discretionary
$20.4B
Employees
47
Clients
0
Accounts
24,433
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $20.4B | $20.4B | $0 | 47 | 0 |
| Jul 2024 | $17.7B | $17.7B | $0 | 47 | 0 |
| Jun 2024 | $17.7B | $17.7B | $0 | 47 | 0 |
| Apr 2024 | $17.7B | $17.7B | $0 | 47 | 0 |
| Mar 2024 | $17.7B | $17.7B | $0 | 48 | 0 |
| Mar 2023 | $15.3B | $15.3B | $0 | 43 | 0 |
| Mar 2022 | $16B | $16B | $0 | 39 | 0 |
| Mar 2021 | $14B | $14B | $0 | 37 | 0 |
| Aug 2020 | $11B | $11B | $0 | 34 | 0 |
| Aug 2020 | $11B | $11B | $0 | 34 | 0 |
| Jun 2020 | $11B | $11B | $0 | 34 | 0 |
| Mar 2020 | $11B | $11B | $0 | 34 | 0 |
| Jun 2019 | $8.1B | $8.1B | $0 | 31 | 0 |
| Mar 2019 | $8.1B | $8.1B | $0 | 31 | 0 |
| Apr 2018 | $6.9B | $6.9B | $0 | 28 | 0 |
| Mar 2018 | $6.9B | $6.9B | $0 | 28 | 0 |
| Mar 2017 | $5.6B | $5.6B | $0 | 26 | 6,100 |
| Apr 2016 | $4.2B | $4.2B | $0 | 21 | 4,300 |
| Mar 2016 | $4.2B | $4.2B | $0 | 21 | 4,300 |
| Aug 2015 | $2.6B | $2.6B | $0 | 18 | 2,500 |
| Jul 2015 | $2.6B | $2.6B | $0 | 18 | 2,500 |
| Jul 2015 | $2.6B | $2.6B | $0 | 18 | 2,500 |
| Jun 2015 | $2.6B | $2.6B | $0 | 18 | 2,500 |
| Mar 2015 | $2.6B | $2.6B | $0 | 18 | 2,500 |
| Mar 2014 | $1.9B | $1.9B | $0 | 15 | 2,500 |
| Oct 2013 | $1.3B | $1.3B | $0 | 12 | 1,900 |
| Mar 2013 | $1.3B | $1.3B | $0 | 12 | 1,900 |
| Nov 2012 | $1.2B | $1.2B | $0 | 10 | 1,700 |
| Apr 2012 | $1B | $1B | $0 | 11 | 1,300 |
| Mar 2012 | $1B | $1B | $0 | 11 | 1,300 |
| Nov 2011 | $932M | $932M | $0 | 11 | 1,000 |
| Apr 2011 | $661.2M | $661.2M | $0 | -- | -- |
| Mar 2011 | $661.2M | $661.2M | $0 | -- | -- |
| Mar 2010 | $381M | $381M | $0 | -- | -- |
| Oct 2009 | $231.2M | $231.2M | $0 | -- | -- |
| Mar 2009 | $231.2M | $231.2M | $0 | -- | -- |
| Apr 2007 | $140.1M | $140.1M | $0 | 10 | -- |
| Jan 2007 | $122M | $122M | $0 | -- | -- |
| Jan 2007 | $59M | $59M | $0 | -- | -- |
| Mar 2006 | $59M | $59M | $0 | -- | -- |
| Mar 2006 | $59M | $59M | $0 | -- | -- |
| Jan 2006 | $59M | $59M | $0 | -- | -- |
| Aug 2004 | $13.9M | $13.9M | $0 | -- | -- |
| Aug 2004 | $13.9M | $13.9M | $0 | -- | -- |
| Jun 2004 | $13.9M | $13.9M | $0 | -- | -- |
| Jun 2004 | $13.9M | $13.9M | $0 | -- | -- |
| Apr 2004 | $13.9M | $13.9M | $0 | -- | -- |
| Jan 2004 | $13.9M | $13.9M | $0 | -- | -- |
DateMar 2025
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$0
Employees47
Clients0
DateJul 2024
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees47
Clients0
DateJun 2024
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees47
Clients0
DateApr 2024
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees47
Clients0
DateMar 2024
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees48
Clients0
DateMar 2023
Total AUM$15.3B
Discretionary$15.3B
Non-Disc.$0
Employees43
Clients0
DateMar 2022
Total AUM$16B
Discretionary$16B
Non-Disc.$0
Employees39
Clients0
DateMar 2021
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees37
Clients0
DateAug 2020
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees34
Clients0
DateAug 2020
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees34
Clients0
DateJun 2020
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees34
Clients0
DateMar 2020
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees34
Clients0
DateJun 2019
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees31
Clients0
DateMar 2019
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees31
Clients0
DateApr 2018
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees28
Clients0
DateMar 2018
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees28
Clients0
DateMar 2017
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees26
Clients6,100
DateApr 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees21
Clients4,300
DateMar 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees21
Clients4,300
DateAug 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients2,500
DateJul 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients2,500
DateJul 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients2,500
DateJun 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients2,500
DateMar 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients2,500
DateMar 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees15
Clients2,500
DateOct 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients1,900
DateMar 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients1,900
DateNov 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients1,700
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients1,300
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients1,300
DateNov 2011
Total AUM$932M
Discretionary$932M
Non-Disc.$0
Employees11
Clients1,000
DateApr 2011
Total AUM$661.2M
Discretionary$661.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$661.2M
Discretionary$661.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$381M
Discretionary$381M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$13.9M
Discretionary$13.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$13.9M
Discretionary$13.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$13.9M
Discretionary$13.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$13.9M
Discretionary$13.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$13.9M
Discretionary$13.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$13.9M
Discretionary$13.9M
Non-Disc.$0
Employees--
Clients--