Newhaven Asset Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

141 Adelaide St W Suite 500, Toronto, On...

Phone Number

(416) 815-2277

Revenue

<$5 Million

Industry

Finance Securities Trading

About Newhaven Asset Management

Newhaven Asset Management Inc. is a Toronto-based investment management firm that specializes in providing portfolio management services to separate account clients. The company focuses on constructing customized portfolios that prioritize high-quality, dividend-paying securities, aiming for superior risk-adjusted returns while minimizing transaction costs and management fees. Newhaven emphasizes strong client relationships through regular communication and personalized service, ensuring that each client's unique financial goals are met. As an independent and employee-owned firm, Newhaven is dedicated to delivering unbiased advice and exceptional service to its clients.Explore more
Newhaven Asset Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Newhaven Asset Management Org Chart

PhoneEmail
SM
Canada flag for contact location.

Chief Executive Officer & Portfolio Manager

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NS
Canada flag for contact location.

Manager, Operations

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RB
Canada flag for contact location.

President & Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Newhaven Asset Management

<$5M
1-10
Private
-
2009
SM
Stephen MooreCEO & Portfolio Manager
$6M
11-50
Private
-
2007
Dale Hawthorn, President & Co-Chief Executive Officer at Bcv Asset Management
Dale HawthornPresident & Co-CEO
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
11-50
Private
-
-
TB
Thérèse BoyleManager, Deposit Administration Investment Funds Advisor
<$5M
1-10
Private
-
2007
Mahesh Shanmugam, Chief Operating Officer at Bridgeport Asset Management
Mahesh ShanmugamChief Operating Officer
Illustration of an envelope

Newhaven Asset Management Tech Stack

A closer look at the technologies used by Newhaven Asset Management

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Frequently Asked Questions Regarding Newhaven Asset Management

What is Newhaven Asset Management's official website?
Newhaven Asset Management's official website is www.newhavenam.com
What is Newhaven Asset Management's Revenue?
Newhaven Asset Management's revenue is <$5 Million
What is Newhaven Asset Management's SIC code?
Newhaven Asset Management's SIC: 62,628
What is Newhaven Asset Management's NAICS code?
Newhaven Asset Management's NAICS: 52,523
How many employees does Newhaven Asset Management have?
Newhaven Asset Management has 1-10 employees
What industry does Newhaven Asset Management belong to?
Newhaven Asset Management is in the industry of: Finance, Securities Trading
What is Newhaven Asset Management competition?
Newhaven Asset Management top competitors include: Provisus Wealth Management, Bridgeport Asset Management, Bcv Asset Management, Page and Associates
What technology does Newhaven Asset Management use?
Some of the popular technologies that Newhaven Asset Management uses are: Cloudflare Website Optimization, Sentry, Microsoft 365, F5 BIG-IP Platform
How do I contact Newhaven Asset Management?
Newhaven Asset Management contact info: Phone number: (416) 815-2277 Website: www.newhavenam.com
What does Newhaven Asset Management do?

Newhaven Asset Management Inc. is a Toronto-based investment management firm that specializes in providing portfolio management services to separate account clients. The company focuses on constructing customized portfolios that prioritize high-quality, dividend-paying securities, aiming for superior risk-adjusted returns while minimizing transacti... on costs and management fees. Newhaven emphasizes strong client relationships through regular communication and personalized service, ensuring that each client's unique financial goals are met. As an independent and employee-owned firm, Newhaven is dedicated to delivering unbiased advice and exceptional service to its clients.Read More

What are Newhaven Asset Management social media links?
Newhaven Asset Management Linkedin page Newhaven Asset Management Facebook page
Is Newhaven Asset Management a public company?
Newhaven Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Newhaven Asset Management

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