# Boldhaven Management

Boldhaven Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/boldhaven-management

## Regulatory record

- **CRD number:** 304300
- **SEC file number:** 801-120201
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304300

## About

**BOLDHAVEN MANAGEMENT** is an SEC-registered investment adviser in London, registered since 2021. The firm manages approximately $1.4 billion in regulatory assets. It has 12 employees and 5 investment advisers.

## Questions

### What jurisdictions might house an entity like Boldhaven Management if it is not US-registered?

An entity with zero US regulatory footprint and no public website often traces to domiciles that permit light-touch or confidential registration for private investment vehicles — common possibilities include the Cayman Islands, British Virgin Islands, Jersey, Guernsey, or certain Swiss cantonal structures. Offshore general-partner entities and segregated portfolio companies frequently do not surface in standard US or EU public-filing datasets unless the underlying fund markets to US or EU investors.

### How should an institutional allocator approach a name with no verifiable operational history?

The first step is to request the entity's constitutional documents, latest audited financial statements, and the Form ADV (or jurisdictional equivalent) directly from the contact who surfaced the opportunity. Allocators should independently verify the named natural persons behind the entity and confirm their regulatory and litigation history. Absent these, Boldhaven Management should be treated as an unverified counterparty until a custody chain, audited track record, and identified control persons are provided.

### Are there investment funds with similar naming conventions that might be related?

The 'Boldhaven' root does not point to a known fund complex, family-office brand, or sponsor group in Altss's tracked universe. Without a website domain, a LinkedIn entity page, or a named principal making public statements, no sister vehicle, management company, or parallel structure has been identified. A direct inquiry with the counterparty that introduced the entity name is the most reliable path to mapping any affiliations.

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- [Bogle Wealth Management](https://altss.com/profile/bogle-wealth-management-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/boldhaven-management

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