A complete list of active advisors currently associated with Bridgehaven Capital Management LLC

Warmer can help you find a great advisor at Bridgehaven Capital Management LLC or one who fits your needs even better.

Bridgehaven Capital Management LLC provides discretionary asset management and financial planning to individual and high‑net‑worth clients. The firm operates as a single‑advisor practice with a small client roster, delivering ongoing portfolio management and tailored plans that address retirement, legacy, tax, cash‑flow, and related planning topics. Investment decisions are informed by a mix of fundamental, technical, and charting analysis and are implemented under discretionary authority to align portfolios with each client’s objectives, time horizon, and risk tolerance. The firm performs regular (at least quarterly) account reviews, monitors for rebalancing and tax‑loss harvesting opportunities, and permits written client‑imposed restrictions on investments, including socially conscious limits. Noteworthy aspects include the firm’s modest assets under management and limited number of accounts, and a principal whose prior professional trading experience influences the firm’s trading and implementation practices. The firm does not vote client proxies, typically requires use of a designated broker‑dealer for execution, and supplements asset management with fixed‑fee financial planning.

To learn more about the advisors currently working at Bridgehaven Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jed Otteson	Excelsior, MN	6

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