# Boldhaven Management

> Boldhaven Management is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 304300
- Filed as: BOLDHAVEN MANAGEMENT
- Legal name: Boldhaven Management LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304300
- AdvisorCensus page: https://advisorcensus.com/firm/boldhaven-management-london-304300

## Quick answers

**How is Boldhaven Management compensated?**
On its Form ADV (Item 5.E, October 2026), Boldhaven Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Boldhaven Management located?**
Boldhaven Management's principal office is in London, United Kingdom, according to its Form ADV.

**Is Boldhaven Management registered with the SEC or a state?**
Boldhaven Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304300.

**How much does Boldhaven Management manage?**
Boldhaven Management reports $1,972,043,230 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**How have Boldhaven Management's assets and staff changed since 2021?**
In the Form ADV data for Boldhaven Management: Regulatory assets under management: $140,402,960 in the October 2021 data and $1,972,043,230 in the October 2026 data, up 1305%. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boldhaven Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Boldhaven Management use?**
Boldhaven Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley as a custodian holding 10% or more of its separately managed account assets.

**Does Boldhaven Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304300

**What changed in Boldhaven Management's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $1,408,698,694 to $1,972,043,230 (+40%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,972,043,230
- Discretionary: $1,972,043,230
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1,276,111,589 |
| Charitable organizations | Fewer than 5 | $560,083,127 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $135,848,514 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boldhaven.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,402,960 | 7 | June 17, 2021 |
| October 2022 | $307,026,176 | 9 | June 29, 2022 |
| October 2023 | $710,105,541 | 10 | June 30, 2023 |
| October 2024 | $835,154,201 | 11 | June 26, 2024 |
| October 2025 | $1,408,698,694 | 11 | June 27, 2025 |
| October 2026 | $1,972,043,230 | 12 | June 24, 2026 |

Regulatory assets under management: $140,402,960 in the October 2021 data and $1,972,043,230 in the October 2026 data, up 1305%.
Total employees: 7 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $1,408,698,694 to $1,972,043,230 (+40%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boldhaven Management (CRD 304300): Form ADV filing data as of October 2026.