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GOODHAVEN CAPITAL MANAGEMENT

MILLBURN, NJ · CRD 156032 · IAPD ↗ · goodhavenllc.com · 305-677-7650

$405.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — GOODHAVEN CAPITAL MANAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — GOODHAVEN CAPITAL MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — GOODHAVEN CAPITAL MANAGEMENT reported RAUM up 29% ($336.4M -> $434.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — GOODHAVEN CAPITAL MANAGEMENT now reports custody of client assets ($5,779).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — GOODHAVEN CAPITAL MANAGEMENT reported RAUM up 84% ($182.7M -> $336.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — GOODHAVEN CAPITAL MANAGEMENT now reports 1 private fund(s) ($9.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.