SHELTER HAVEN CAPITAL MANAGEMENT, L.P.

SUMMIT, New Jersey·3 registered advisors·CRD# 289220
SEC# 801-1126450908.795.1048
01

Firm Overview

AUM
$622M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SHELTER HAVEN CAPITAL MANAGEMENT, L.P.

3 registered advisors
Gerald John Kochanski
SUMMIT, New Jersey
Keith John Richardson
SUMMIT, New Jersey
Ross Elliot Hammer
SUMMIT, New Jersey
05

Office Locations

SUMMIT, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. SHELTER HAVEN CAPITAL MANAGEMENT, L.P. (CRD# 289220) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.