Unclaimed Profile

Joseph Matthew Dalton

BELLE HAVEN INVESTMENTS, L.P.·RYE BROOK, New York

SIE, Series 3, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record26 years registeredBELLE HAVEN INVESTMENTS, L.P.

800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1301CRD# 1661099Firm CRD# 29278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Matthew Dalton · RYE BROOK, NY

Registration

CRD #1661099 · BELLE HAVEN INVESTMENTS, L.P. · 26 years registered

Brand Profile

Not yet started

Career History

BELLE HAVEN INVESTMENTS, L.P.

Mar 2004 – present

LOUGHLIN CAPITAL MANAGEMENT, L.P.

Jul 2000 – Aug 2005

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · July 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELLE HAVEN INVESTMENTS, L.P.

CRD 29278 · SEC 801-62290

AUM

$17.7B

Regulatory assets under management

Employees

22,017 client accounts

Services offered by BELLE HAVEN INVESTMENTS, L.P.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BELLE HAVEN INVESTMENTS, L.P. →

Introduction

Speak with Joseph Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RYE BROOK?

Browse all registered financial advisors in RYE BROOK, New York or claim this profile if it's yours.

Browse RYE BROOK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph Matthew Dalton offer?

Joseph Matthew Dalton specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RYE BROOK, New York for a consultation.

What are Joseph Matthew Dalton's credentials?

Joseph Matthew Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Matthew Dalton located?

Joseph Matthew Dalton is based in RYE BROOK, New York, working with BELLE HAVEN INVESTMENTS, L.P.. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.

How does Joseph Matthew Dalton charge for services?

Joseph Matthew Dalton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELLE HAVEN INVESTMENTS, L.P.?

BELLE HAVEN INVESTMENTS, L.P. has approximately 47 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →