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Keith John Richardson

SHELTER HAVEN CAPITAL MANAGEMENT, L.P.·SUMMIT, New Jersey
Clean recordSHELTER HAVEN CAPITAL MANAGEMENT, L.P.
47 MAPLE STREET, SUMMIT, NJ 07901CRD# 2268210Firm CRD# 289220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith John Richardson · SUMMIT, NJ
Registration
CRD #2268210 · SHELTER HAVEN CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Keith John Richardson is a registered financial advisor based in SUMMIT, New Jersey, affiliated with SHELTER HAVEN CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SHELTER HAVEN CAPITAL MANAGEMENT, L.P.
SHELTER HAVEN CAPITAL MANAGEMENT, L.P.
AUM
$622M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SHELTER HAVEN CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2268210
Firm CRD# 289220
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith John Richardson offer?
Keith John Richardson specializes in Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Keith John Richardson's credentials?
Keith John Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith John Richardson located?
Keith John Richardson is based in SUMMIT, New Jersey, working with SHELTER HAVEN CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Keith John Richardson charge for services?
Keith John Richardson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHELTER HAVEN CAPITAL MANAGEMENT, L.P.?
SHELTER HAVEN CAPITAL MANAGEMENT, L.P. has approximately 7 employees and manages $622M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHELTER HAVEN CAPITAL MANAGEMENT, L.P.

Gerald John Kochanski
SUMMIT, NJ
Ross Elliot Hammer
SUMMIT, NJ

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