Greenhaven Road Investment Management, Lp
- Regulatory AUM
- $299M
- Discretionary
- $299M
- Clients
- 6
- Avg AUM / client
- $49.9M
- Accounts
- 6
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $299M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $294M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Greenhaven Road Capital Fund 2, Lp | Hedge Fund | Delaware | $146M | 81 |
| Greenhaven Road Capital Fund 1, Lp master | Hedge Fund | Delaware | $117M | 102 |
| Greenhaven Road Capital Partners Fund, Lp | Hedge Fund | Delaware | $28.3M | 58 |
| Greenhaven Road Capital Special Opportunities Fund, Lp | Hedge Fund | Delaware | $2.3M | 72 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rubin, Mark, Joel | Chief Operating Officer / Chief Compliance Officer | Dec 2015 (11y) | Less than 5% | |
| Miller, Scott, Stewart | Limited Partner & Principal | Jun 2016 (10y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mvm Funds Llc | General Partner | Jun 2016 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $294M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Greenhaven Road Capital Fund 2, Lp | Hedge Fund | $146M | $500K | 81 |
| Greenhaven Road Capital Fund 1, Lp | Hedge Fund | $117M | $500K | 102 |
| Greenhaven Road Capital Partners Fund, Lp | Hedge Fund | $28.3M | $250K | 58 |
| Greenhaven Road Capital Special Opportunities Fund, Lp | Hedge Fund | $2.3M | $100K | 72 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗