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Adam Robert Palmeri

Belle Haven Investments, LP

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About Adam Robert Palmeri

Adam Palmeri is a registered representative with Belle Haven Investments, LP. Adam has been in the industry for over 2 years and is active in the NY state. Adam has been active with Belle Haven Investments, LP since August 2024. Adam holds the Series 27 - Financial and Operations Principal Examination which was taken on August 23, 2024. Adam specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Adam Palmeri is currently registered with Belle Haven Investments, LP. Belle Haven Investments, LP is a partnership formed in 2001 and headquartered in RYE BROOK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. With over $17.6 billion in regulatory assets under management, Belle Haven Investments manages accounts for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, insurance companies, and state or municipal government entities. The firm is registered with the SEC and in 34 states.
Belle Haven Investments, LP

800 WESTCHESTER AVENUE

RYE BROOK, NY 10573-1301

$17.67B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Palmeri’s Registration & Firm History

NY

08/23/2024 - Present

Belle Haven Investments, LP (RYE BROOK NY)

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Licenses & Designations

BC

Issued 08/23/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Robert Palmeri.
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