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GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP

GREENWICH, CT · CRD 288555 · IAPD ↗ · 203-663-3720

$299.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
4Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
February 2025 — GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
48
April 2024 — GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP reported RAUM up 28% ($229.1M -> $293.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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