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Employer firm

Belle Haven Investments, L.p. CRD 29278

$24.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Belle Haven Investments, L.P.

800 Westchester Avenue Suite N607, Rye Brook, NY 10573-1301 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-27
NY RA APPROVED 2026-01-02
  • CT RA
    APPROVED
    Since 2026-01-27
  • NY RA
    APPROVED
    Since 2026-01-02

Branch Locations

800 Westchester Avenue Suite N607, Rye Brook, NY 10573-1301 • United States

800 Westchester Avenue Suite N607, Rye Brook, NY 10573 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lord Abbett Distributor Llc Jersey City NJ 02/2002 09/2025
Belle Haven Investments, L.P. Rye Brook NY 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-08
S63 Uniform Securities Agent State Law Examination 2001-02-23
  • S65 Uniform Investment Adviser Law Examination
    2004-03-08
  • S63 Uniform Securities Agent State Law Examination
    2001-02-23
Other Names
  • Summer Gale Chang
  • Summer Gale Chang
  • Summer Gale Weiss

View on SEC IAPD

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