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CLEARHAVEN PARTNERS LP

BOSTON, MA · CRD 309219 · IAPD ↗ · 617-221-7721

$1.04BRegulatory AUM
16Advisory reps
17Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — CLEARHAVEN PARTNERS LP grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — CLEARHAVEN PARTNERS LP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — CLEARHAVEN PARTNERS LP crossed $1B in regulatory AUM ($980.0M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — CLEARHAVEN PARTNERS LP crossed $500M in regulatory AUM ($338.9M -> $980.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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