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Lincoln Henry James

Belle Haven Investments, LP

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About Lincoln Henry James

Lincoln Henry James is a financial advisor with Belle Haven Investments, LP, an investment advisory firm based in Rye Brook, New York. Lincoln has been active in the financial services industry since April 22, 2011. His experience spans various roles at multiple firms, including LOOP CAPITAL MARKETS LLC and HUNTINGTON SECURITIES, INC. Lincoln holds a variety of licenses and certifications, including Series 7, Series 52TO, Series 53, and Series 50.

Firm Information

Lincoln James 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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Lincoln James’s Registration & Firm History

NY

08/01/2023 - Present

Belle Haven Investments, LP (RYE BROOK NY)

NY

04/04/2023 - 06/23/2023

LOOP CAPITAL MARKETS LLC (NEW YORK NY)

OH

03/15/2011 - 04/03/2023

HUNTINGTON SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 05/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/04/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 11/10/2021

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lincoln Henry James.
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