Belle Haven Investments, L.P.
● SEC registered since 2006CRD 29278SEC# 801-62290Rye Brook, NY
Ranks #479 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$24.74B
Fund GAV
$18.4M
Private funds
1
Employees
45
Accounts
27,819
Location
Rye Brook, NY
Belle Haven Investments, L.P. assets under management
Belle Haven Investments, L.P. operates as an SEC-registered investment adviser based in Rye Brook, NY. The firm has been registered since 2006. It reports $24.7 billion in regulatory assets under management and employs 45 people. Belle Haven Investments, L.P. manages 1 private fund with combined gross assets of $18.4 million, including Belle Haven Aggressive Muni, L.P. By regulatory assets, it ranks 479 of 5,980 private fund managers.
Belle Haven Investments, L.P. private funds
1 funds · $18.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Belle Haven Aggressive Muni, L.P. | Other Private | $18.4M | $1M |
Belle Haven Investments, L.P. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Belle Haven Capital Management, Inc. Control | General Partner | Under 5% | 1994 |
| Christine Marie Dalton Control | Trustee | Under 5% | 2026 |
| Joseph M. Dalton Revocable Trust Control | Limited Partner | Over 75% | 2026 |
| Laura Jean Chapman Control | Chief Executive Officer/ Chief Operating Officer | Under 5% | 2026 |
| Mark Christiana Control | Co-Chief Investment Officer | Under 5% | 2026 |
| Matthew Sherman Thomas Control | Co-Chief Investment Officer | Under 5% | 2026 |
| Melissa Ann Chaffee Control | Chief Compliance Officer | Under 5% | 2019 |
| Michael Dominick Menna Control | Chief Financial Officer | Under 5% | 2023 |
| Christine Marie Dalton Control | Trustee | — | 2026 |
| Joseph M. Dalton Revocable Trust Control | Shareholder | Over 75% | 2026 |
Frequently asked questions
How much does Belle Haven Investments, L.P. manage?
Belle Haven Investments, L.P. reports $24.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Belle Haven Investments, L.P. manage?
Belle Haven Investments, L.P. manages 1 private funds with combined gross assets of $18.4 million.
How many employees does Belle Haven Investments, L.P. have?
Belle Haven Investments, L.P. reports 45 employees.
Where is Belle Haven Investments, L.P. located?
Belle Haven Investments, L.P. is based in Rye Brook, NY and has been SEC-registered since 2006.
Does Belle Haven Investments, L.P. disclose fund performance?
Belle Haven Investments, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Westchester Avenue, Suite N607, Rye Brook, NY 10573-1301 |
| Phone | 914-816-4633 |
| Fax | 914-694-2616 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 880018 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$24.74B▲ 21%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,389 advisers
AUM vs fund managersTop 8%
Larger than 92% of 5,980 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 13%
More than 87% of 16,799 advisers
Assets under management
$24.74Bregulatory AUM
Discretionary $24.74B
Service providers
Auditor
Custodian