# Clear Haven Capital Management, LLC

> Clear Haven Capital Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 149165
- Filed as: CLEAR HAVEN CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149165
- AdvisorCensus page: https://advisorcensus.com/firm/clear-haven-capital-management-llc-new-york-ny-149165

## Quick answers

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

**Where is Clear Haven Capital Management, LLC located?**
Clear Haven Capital Management, LLC's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Clear Haven Capital Management, LLC registered with the SEC or a state?**
Clear Haven Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 149165.

**How much does Clear Haven Capital Management, LLC manage?**
Clear Haven Capital Management, LLC reports $2,183,581,791 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (98% discretionary).

**How have Clear Haven Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Clear Haven Capital Management, LLC: Regulatory assets under management: $78,398,775 in the October 2021 data and $2,183,581,791 in the October 2026 data, up 2685%. Total employees: 3 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clear Haven Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: insurance companies (20); pooled investment vehicles (other than investment companies and business development companies) (11); high net worth individuals (4).

**Which custodians does Clear Haven Capital Management, LLC use?**
Clear Haven Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists UMB Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Clear Haven Capital Management, LLC 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/149165

**What changed in Clear Haven Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $1,198,652,626 to $2,183,581,791 (+82%). 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
- Other

### Custodians (Schedule D, Section 5.K(3))
- UMB Financial Services, Inc.

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: $2,183,581,791
- Discretionary: $2,140,782,291
- Non-discretionary: $42,799,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $6,210,437 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $824,243,123 |
| Insurance companies | 20 | $1,353,128,231 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- 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: 2019 (7 years)
- Employees: 16 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Boulder, CO

### Websites listed on Form ADV (Item 1.I)
- clearhavencm.com
- LinkedIn @clear-haven-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $78,398,775 | 3 | August 18, 2021 |
| October 2022 | $126,465,466 | 5 | April 29, 2022 |
| October 2023 | $245,640,111 | 6 | March 30, 2023 |
| October 2024 | $485,818,959 | 5 | May 30, 2024 |
| October 2025 | $1,198,652,626 | 11 | June 11, 2025 |
| October 2026 | $2,183,581,791 | 16 | June 29, 2026 |

Regulatory assets under management: $78,398,775 in the October 2021 data and $2,183,581,791 in the October 2026 data, up 2685%.
Total employees: 3 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $1,198,652,626 to $2,183,581,791 (+82%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Haven Capital Management, LLC (CRD 149165): Form ADV filing data as of October 2026.