Greenhaven Associates INC
Assets Under Management
$10.9B
Number of Clients
134
Number of Advisors
N/A
Avg. Portfolio per Client
$81.5M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Greenhaven Associates manages investment portfolios for clients, primarily focusing on undervalued common stocks across various sizes, industries, and countries. Greenhaven's investment managers make buy and sell decisions without needing client approval. The firm's employees may invest their own funds alongside client funds. Greenhaven may decline to manage additional funds if it believes it cannot properly manage the amount of funds under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.94% |
Annualized quarterly management fee is 0.94% of assets under management. In years when an account appreciates by more than 20%, an annual incentive fee is charged equal to 5% of the appreciation that is in excess of 20% of the value of the account on January 1 of the year.
Fee Estimator
Areas of Practice
Location
Three Manhattanville Road, Purchase, NY, 10577-2130