Fair Haven Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fair Haven Capital LLC provides discretionary investment management and project-based investment consulting to individuals, high-net-worth clients, trusts, businesses and charitable organizations. The firm manages approximately $60.6 million on a discretionary basis for a very small client base (12 clients) and documents client goals through investment policy statements and ongoing portfolio oversight.
Investment decisions are driven primarily by bottom-up fundamental analysis combined with thematic and secular sector views, and Fair Haven constructs customized, often concentrated portfolios to meet client objectives. The firm routinely employs tactical, event‑oriented strategies — including mispriced growth, special situations and, when appropriate, short positions, options and margin — alongside fixed‑income and income-producing vehicles, and it provides standalone consulting engagements in addition to ongoing management.
What stands out relative to many peers is the concentration of assets across a very limited number of client relationships and the consistent use of active, higher‑leverage techniques (shorting, options, margin, concentrated positions) within its discretionary mandates. The firm has operated since 1995, maintains a written Code of Ethics and does not take custody of client assets beyond authorized fee deductions, relying instead on custodians for execution and reporting.
Client services
Expertise
Fee options
0.40% to 1.5% based on type of securities managed and relationship complexity
$250 per hour for investment consulting services (negotiable)
Account minimum: $500,000 minimum (may be waived) Fee-only: Investment consulting services at $250 per hour (negotiable)
Main office
Westwood MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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