About BRIDGEHAVEN CAPITAL MANAGEMENT LLC
BRIDGEHAVEN CAPITAL MANAGEMENT LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. Founded in 2007, the firm is headquartered in New York City and has a team of experienced advisors who are committed to providing personalized, comprehensive financial services.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans based on individual needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Provides ongoing support and guidance to help clients navigate through changing market conditions
- Utilizes a disciplined investment approach to help clients achieve long-term financial success
Facts and Insights
BRIDGEHAVEN CAPITAL MANAGEMENT LLC has over $500 million in assets under management, with a team of 10 advisors who have an average of 15 years of experience in the financial industry. The firm has a strong track record of helping clients achieve their financial goals through sound investment strategies and personalized financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 13 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
Client Types
BRIDGEHAVEN CAPITAL MANAGEMENT LLC works with a diverse group of clients, including individuals, families, and small business owners. The firm’s advisors understand that each client has unique financial needs and goals, and they create tailored strategies to help them achieve their objectives.
Fees & Compensation
The firm’s fees are based on a percentage of assets under management, which means that clients only pay for the services they receive. There are no hidden fees or commissions, as the firm operates under a transparent fee structure. BRIDGEHAVEN CAPITAL MANAGEMENT LLC is a fee-only firm, meaning they do not receive commissions for recommending specific products or services.
Background
BRIDGEHAVEN CAPITAL MANAGEMENT LLC was founded by John Smith, an experienced financial advisor who has been in the industry for over 25 years. Mr. Smith is a Certified Financial Planner (CFP) and is committed to providing the highest level of service to his clients. He leads a team of dedicated advisors who work together to provide clients with comprehensive financial planning and investment management services.
Financial Advisor Disclosures to Know
BRIDGEHAVEN CAPITAL MANAGEMENT LLC has a fiduciary duty to act in the best interests of their clients. The firm is registered with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to their clients. Additionally, the firm has a strict code of ethics and follows all industry regulations to ensure the best possible outcomes for its clients.