SourcingSourcing

BELLE HAVEN INVESTMENTS, L.P.

C37
CRD 29278·SEC 801-62290·RYE BROOK, NY
AUM
$23.32B
$1B+
Est. Revenue
$233.2M
@ 1% on AUM
Est. EBITDA
$70.0M
@ 30% margin
Est. Deal Value
$559.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BELLE HAVEN INVESTMENTS, L.P.
CRD
29278
SEC file #
801-62290
EIN
204893886
DBA names
—

Economics

AUM
$23.32B
AUM band
$1B+
AUM trajectory
'20'26
$8.05B → $23.32B▲ +190%
Client mix
Individuals Other21,003
Individuals High Net Worth4,331
Corporations599
Charitable Organizations288
Pension Profit Sharing Plans26

Operations

Employees (total)
47
Advisory staff (per ADV)
40
Advisory staff (5-yr trend)
'20'26
31 advisors → 40 advisors▲ +29%
Primary office
RYE BROOK NY
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DALTON, JOSEPH MATTHEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
DALTON, JOSEPH MATTHEW
BELLE HAVEN CAPITAL MANAGEMENT,
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:bellehaven.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001631353
Edgar Registered
Yes
Edgar Filing Count
49
Edgar First Filing Date
2015-01-26
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
47
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001951757-26-000795
Edgar Former Names
Oakmont Partners LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
34
Bc Firm Active IA Count
20
Bc Firm IAR Count
34
Custodian Candidates
Full
Fidelity8
Pershing8
Charles Schwab6
Wells Fargo5
Lpl Financial4
Edgar Addresses
Mailing
11376 N. JOG RD.SUITE 101PALM BEACH GARDENS, FL 33418
Business
11376 N. JOG RD.SUITE 101PALM BEACH GARDENS, FL 33418
Edgar EIN
204893886
Edgar Recent Filings
13F-HR2026-05-07 · 0001951757-26-000795
13F-HR2026-01-13 · 0001951757-26-000072
Fee Schedule
Bracket Iv91
Bracket Vi7
Bracket Iii1
Bracket Xi1
Bracket I0
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1661099
Trust Company Affiliate
No

People (34)

34
DALTON, JOSEPH MATTHEW
IAR · Direct Owner · 87.5%
1661099
MENNA, MICHAEL DOMINICK
IAR · Executive Officer · 2.5%
7291695
CHAPMAN, LAURA JEAN
IAR · Executive Officer · 2.5%
5599643
CHAFFEE, MELISSA ANN
IAR · Executive Officer · 2.5%
4553629
SCOTT JOSEPH TALLMAN
IAR
5466990
MARK THOMAS RICHMAN
IAR
1644561
Cuong Luong
IAR
7129653
Amanda Tronni
IAR
7224867
Brandon Rook
IAR
7536030
STANLEY BILL SATTLER
IAR
5586768
Adam Robert Palmeri
IAR
7659196
NICOLE ELIZABETH STOSIK
IAR
6047184
Robert Gage Benoit
IAR
7138574
Anthony Goncalves Nogueira
IAR
7489541
DORA D LEE
IAR
5144708
Duwayne Omar Walker
IAR
5919552
MARK CHRISTIANA
IAR
6376239
Kevin Beneventine
IAR
7452944
DAVID ARTHUR JOHNSTON
IAR
1606814
Michael Frankie Altobelli
IAR
8099031
Frank J Schiavone
IAR
7401006
Thomas J Rossley
IAR
1228065
James Alan Lyman
IAR
1613050
Aleksandra Davis
IAR
6823276
Summer G Weiss
IAR
4313000
Andres Falcon Gimenez
IAR
7805247
MATTHEW SHERMAN THOMAS
IAR
5676942
Ian Spencer
IAR
8138211
DANIEL JAMES OBRIEN
IAR
2085662
ROSS ERIC INGBER
IAR
5794248
MASON JAMES DURAND
IAR
5416709
RYAN ADAM CIAVARELLI
IAR
4974468
Lincoln Henry James
IAR
5886126
Richard Henry Holzinger
IAR
7631832