SourcingSourcing

GOODHAVEN CAPITAL MANAGEMENT, LLC

C49
CRD 156032·SEC 801-72093·MILLBURN, NJ
AUM
$405.3M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD
156032
SEC file #
801-72093
EIN
273799971
DBA names
Goodhaven Capital Management

Economics

AUM
$405.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$178.8M → $405.3M▲ +127%
Client mix
Individuals Other46
Individuals High Net Worth27
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
MILLBURN NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
goodhavenllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREENWOOD MANAGEMENT LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
GREENWOOD MANAGEMENT LLC
MARKEL CORPORATION
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOODHAVENLLC.COM
Rdap Domain Creation Date
2010-10-30T15:42:50Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001542300
Edgar Registered
Yes
Edgar Filing Count
64
Edgar First Filing Date
2012-02-14
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
58
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001398344-26-008983

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.543
Soi Zip Pct 200k Plus
0.365
Soi Zip Returns 200k Plus
1,230
Soi Zip Total AGI
769,437
Fdic Zip Total Deposits
55,481,690,000
Fdic Zip Branch Count
294
Fdic Zip Top Banks
Investors Bank
Investors Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity8
E*trade4
Jpmorgan2
Interactive Brokers1
U.s. Bank1
Edgar Addresses
Mailing
374 MILLBURN AVENUE, SUITE 306MILLBURN, NJ 07041
Business
374 MILLBURN AVENUE, SUITE 306MILLBURN, NJ 07041
Edgar EIN
273799971
Edgar Recent Filings
13F-HR2026-05-12 · 0001398344-26-008983
13F-HR2026-02-10 · 0001398344-26-002568
Fdic Zip Branches Raw
The Trust Company of New JerseyMillburn, NJ
Hudson City Savings BankMillburn, NJ
Fdic Zip HHI
2159.11
Fdic Zip Top Bank Share Pct
42.98
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-30T15:42:50Z
Rdap Domain Last Changed
2025-10-31T18:24:29Z
Rdap Nameservers
Jamie.ns.cloudflare.comTheo.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,909
Returns610
Stub 2
AGI12,531
Returns330
Stub 3
AGI19,634
Returns320
Soi Zip Total Business Income
25,217
Soi Zip Total Cap Gains
48,430
Soi Zip Total Dividends
21,204
Soi Zip Total Returns
3,370
Trust Company Affiliate
No

People (4)

4
KWOK, ARTIE
Direct Owner · 7.5%
4981281
TRAUNER, KEITH, DAVID
Direct Owner · 7.5%
710475
MURPHY, BERNADETTE
Executive Officer · 2.5%
6557947
PITKOWSKY, LARRY, STEVEN
Executive Officer · 2.5%
1547691