Private fund adviser · London, United Kingdom
Boldhaven Management
Boldhaven Management LLP · SEC-registered investment adviser · CRD 304300 · SEC 801-120201
At a glance
Boldhaven Management is an SEC-registered investment adviser based in London, United Kingdom, with $2.0 billion in regulatory assets under management as of its Form ADV filed June 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,672nd of 4,686 private fund advisers and 3,664th of 17,210 SEC-registered advisers by assets.
Main office +4402080174510boldhaven.comAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among private fund advisers
- #1,672 of 4,686
- Rank among all SEC RIAs
- #3,664 of 17,210
- Clients
- 3
- Accounts
- 6
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Ronald M. SoferControlling Partner, Owner of the LLP, Chief Executive Officer and Chief Investment Officer
- Andrew W. SchaefferPartner, Chief Operating Officer and Chief Compliance Officer
- Fredrik P. WindrupSenior Analyst, Partner
- David P. GreenSenior Analyst, Partner
- Gideon J. AdlerSenior Analyst, Partner
- Jonathan D. KnoxOperations Manager, Partner
- Anna L. ChadwickHead of Investor Relations, Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $1.3B | 65% |
| Charitable organizations | – | $560M | 28% |
| State or municipal government entities | – | $136M | 7% |
Private funds
Boldhaven Management reports 1 private funds with $1.3B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Boldhaven Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗boldhaven.com ↗
AtlasMembers
The full record on Boldhaven Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,861 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Boldhaven Management manage?
Boldhaven Management reports $2.0 billion in regulatory assets under management across 6 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 24, 2026.
What kind of firm is Boldhaven Management?
Boldhaven Management is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Boldhaven Management’s clients?
By assets, its largest client types are pooled investment vehicles ($1.3 billion, 3 clients); charitable organizations ($560 million); state or municipal government entities ($136 million).
Does Boldhaven Management manage private funds?
Yes. It reports 1 private funds with $1.3 billion in gross assets, including hedge funds.
Does Boldhaven Management have any disciplinary history?
Boldhaven Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Boldhaven Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →