About FOXHAVEN ASSET MANAGEMENT, LP
FOXHAVEN ASSET MANAGEMENT, LP is a highly-rated financial advisory firm that offers customized investment strategies to individual and institutional clients. Founded in 2005, the firm has built a strong reputation in the industry for its expertise and commitment to delivering superior financial services.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment strategies to meet the unique goals and risk tolerances of each client.
- Utilizes in-depth research and analysis to make informed investment decisions.
- Offers a wide range of financial services to cater to the diverse needs of clients.
Facts and Insights
FOXHAVEN ASSET MANAGEMENT, LP has over $2 billion in assets under management as of December 2020, with a team of 15 experienced and knowledgeable advisors. The firm has been in operation for 15 years and has established a loyal client base due to its consistent performance and exceptional customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $2 | 15 |
| 2019 | $1.8 | 14 |
| 2018 | $1.6 | 12 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Socially responsible investing
Client Types
FOXHAVEN ASSET MANAGEMENT, LP serves a diverse range of clients, including high net worth individuals, families, and institutional clients such as pension funds, endowments, and foundations. The firm caters to both active and passive investors, offering tailored solutions to meet each client’s needs and objectives.
Fees & Compensation
FOXHAVEN ASSET MANAGEMENT, LP charges an annual fee based on a percentage of assets under management. The fee structure is competitive with industry standards and is determined based on the complexity and size of each client’s portfolio. The firm operates on a fee-only model, ensuring that their advisors do not receive any commissions for the sale of financial products. This ensures that their recommendations are always in the best interest of the client.
Background
FOXHAVEN ASSET MANAGEMENT, LP was founded by John Fox, an industry veteran with over 30 years of experience in the financial services sector. The firm’s team of advisors comprises highly qualified professionals, including CFA charterholders and certified financial planners, equipped to provide sound financial advice to clients.
Financial Advisor Disclosures to Know
Clients of FOXHAVEN ASSET MANAGEMENT, LP can have peace of mind knowing that the firm has a clean regulatory record with no disciplinary actions or disclosures against them. The firm adheres strictly to industry guidelines and regulations, ensuring that clients’ interests are always protected.