AdFi
BH

Belle Haven Investments, L.P.

SEC Registered
Rye Brook, NY914-816-4633
Assets Under Management
$5B–$25B
Office Locations
1 office
Total Accounts
27599

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Leadership

Mark Walter Steffen
LIMITED PARTNER,CHIEF COMPLIANCE OFFICER
Joseph Matthew Dalton
LIMITED PARTNER,CEO
Inc. Belle Haven Capital Management
GENERAL PARTNER
Joseph Matthew Dalton
SHAREHOLDER - PRESDIENT
Mark Walter Steffen
SHAREHOLDER
Stephen J Schum
FINOP AND CHIEF FINANCIAL OFFICER
Laura Jean Chapman
CHIEF OPERATING OFFICER

Office locations

1 office in 1 state
NY
Rye BrookHQ

Advisors at this firm

20 advisors in the directory

Regulatory & compliance

CRD number
#29278
SEC Number
801-62290
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM
Minimum: $250,000 (waivable)

Data as of July 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Belle Haven Investments, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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