GREENHAVEN ASSOCIATES INC
Adviser information for GREENHAVEN ASSOCIATES INC last updated from Form ADV on January 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 228 | $9.6B |
| Non-Discretionary | 0 | $0 |
| Total | 228 | $9.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $77,470 |
| HNW Individuals | 98 | $7.0B |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $196.7M |
| Charitable organizations | 27 | $2.0B |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $388.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 3 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
THREE MANHATTANVILLE ROADPURCHASE
NY
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 914-253-9350, Fax: 914-253-9176
Chief Compliance Officer
WACHENHEIM, EDGAR
CHAIRMAN & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER, AND CFO
3 MANHATTANVILLE ROAD
PURCHASE
NY
United States
Tel:
914-253-9366
Fax:
914-254-9176
E*@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WACHENHEIM, EDGAR | Individual | – | CHAIRMAN, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | 01/1988 | 50-75% |
| WACHENHEIM, CHRIS, ANDREW | Individual | – | PRESIDENT | 01/2017 | 10-25% |
| WACHENHEIM, LANCE, ROBERT | Individual | – | SHAREHOLDER | 01/1988 | 10-25% |
| WAGMAN, KIM, WACHENHEIM | Individual | – | SHAREHOLDER | 01/1988 | 10-25% |
| MCCAFFERY, AMY, WACHENHEIM | Individual | – | SHAREHOLDER | 01/1988 | 10-25% |
| SANDBULTE, JOSHUA, BERNARD | Individual | – | CHIEF INVESTMENT OFFICER | 01/2017 | < 5% |
| DAVIDOFF, ELIHU | Individual | – | VICE PRESIDENT | 03/2004 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
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| Citigroup Inc (C) | COMMON | 1B | 17M | – |
| CRH PLC (CRH) | COMMON | 834M | 11M | – |
| D R Horton, Inc. (DHI) | COMMON | 517M | 4M | – |
| Genpact LTD (G) | COMMON | 40M | 1M | – |
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| International Paper Co (IP) | COMMON | 233M | 5M | – |
| J P Morgan Chase (JPM) | COMMON | 2M | 8K | – |
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| Lennar Corporation - B SHS (LEN/B) | COMMON | 67M | 483K | – |
| 3M Company (MMM) | COMMON | 242K | 2K | – |
| Morgan Stanley (MS) | COMMON | 972K | 10K | – |
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| Charles Schwab Corporation (SCHW) | COMMON | 1M | 20K | – |
| Terex Corp (TEX) | COMMON | 82M | 1M | – |
| Toll Brothers, Inc. (TOL) | COMMON | 641M | 6M | – |
| Union Pacific Corp (UNP) | COMMON | 460K | 2K | – |