Clear Haven Capital Management provides investment advice to private investment funds and separately managed accounts. Clear Haven manages clients based on their individual investment goals, as outlined in their agreements. For managed accounts, clients can place restrictions on the types of investments Clear Haven makes. Clear Haven does not offer wrap fee programs.
Assets Under Management$1.2B
Clients31
AdvisorsN/A
Avg. per Client$39M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Clear Haven manages investments for private funds and separately managed accounts.
For separately managed accounts, the annual management fee ranges from 0.25% to 1% of the value of your portfolio. Some accounts may also have performance-based fees. At Clear Haven's discretion, these fees may be negotiable. Some managed accounts may also be charged non-refundable setup fees.
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