A complete list of active advisors currently associated with Fair Haven Capital LLC
Warmer can help you find a great advisor at Fair Haven Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fair Haven Capital 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 |
|---|---|---|
Westwood, MA
| 12
|
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