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Bridgehaven Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
Clients
8
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$250,000
About
Bridgehaven Capital Management LLC provides discretionary asset management and financial planning to individual and high‑net‑worth clients. The firm operates as a single‑advisor practice with a small client roster, delivering ongoing portfolio management and tailored plans that address retirement, legacy, tax, cash‑flow, and related planning topics.
Investment decisions are informed by a mix of fundamental, technical, and charting analysis and are implemented under discretionary authority to align portfolios with each client’s objectives, time horizon, and risk tolerance. The firm performs regular (at least quarterly) account reviews, monitors for rebalancing and tax‑loss harvesting opportunities, and permits written client‑imposed restrictions on investments, including socially conscious limits.
Noteworthy aspects include the firm’s modest assets under management and limited number of accounts, and a principal whose prior professional trading experience influences the firm’s trading and implementation practices. The firm does not vote client proxies, typically requires use of a designated broker‑dealer for execution, and supplements asset management with fixed‑fee financial planning.
Client services
Financial planning
Portfolio management
Expertise
Business exit / sale strategy
Fee options
Fixed fee for financial planning up to $5,000
$0 - $100,000: 1.50% annually $100,000 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
Main office location
Bridgehaven Capital Management LLC
Excelsior MN, United States
Number of offices
1
Most active in
Bridgehaven Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
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:
-
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.
-
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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