Unclaimed Profile

Stephen J Schum

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

SIE, Series 27, Series 99TOClean recordBELLE HAVEN INVESTMENTS, L.P.

800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1301CRD# 5266807Firm CRD# 29278

Profile Verification

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

Identity

Stephen J Schum · RYE BROOK, NY

Registration

CRD #5266807 · BELLE HAVEN INVESTMENTS, L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 99TO

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

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Frequently Asked Questions

What services does Stephen J Schum offer?

Stephen J Schum specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RYE BROOK, New York for a consultation.

What are Stephen J Schum's credentials?

Stephen J Schum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen J Schum located?

Stephen J Schum 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 Stephen J Schum charge for services?

Stephen J Schum'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.

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