DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Belle Haven Aggressive Muni, L.P.

Other Private Fundadvised byBelle Haven Investments, L.P.independent RIA805-6431064210IAPD
Gross asset value
$18.4M
as of Jul 1, 2026; not a fund size
Peak GAV
$20.6M
highest filing
Owners
13
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
29 filings
Mar 30, 2012 to Jul 1, 2026
Reporting history
one row per Form ADV filing
Gross asset value$20.6M as of Jul 29, 2024
Mar 30, 2012$12.5M then
Owners13 as of Jul 29, 2024
Mar 30, 201210 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Connecticut, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
021-87467reportedthe join to the Form D offering
Type as written
PRIVATE INVESTMENT FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Pershing LLC
    Jersey City, New Jersey
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
0.0%reportedadviser and related persons