Fair Haven Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,640,634
Clients
12
83% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$5,053,386
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
Portfolio management
Investment consulting
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
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 location
Fair Haven Capital LLC
Westwood MA, United States
Number of offices
1
Most active in
Fair Haven Capital LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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