GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP

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Adviser Profile

As of Date:

03/30/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2

of those in investment advisory functions:

2

Registration:

SEC, Approved, 11/22/2021

Other registrations (1)
AUM:

293,707,841 28.20%

of that, discretionary:

293,707,841 28.20%

GAV:

293,707,841 28.20%

Avg Account Size:

73,426,960 28.20%

SMA’s:

NO

Private Funds:

4

Contact Info

203 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
596M 511M 425M 340M 255M 170M 85M
2021 2022 2023

Recent News

Cellebrite (CLBT) Benefitting from Increased Data Volume
02/15/2024

Greenhaven Road Capital, an investment management company, released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the Fund returned approximately 15%, bringing the full-year returns to approximately 51%. The reason for all of the Q4 returns was perseverance along with multiple expansions during the quarter […]

Insider Monkey

Should You Hold KKR (KKR) for the Long Term?
02/15/2024

Greenhaven Road Capital, an investment management company, released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the Fund returned approximately 15%, bringing the full-year returns to approximately 51%. The reason for all of the Q4 returns was perseverance along with multiple expansions during the quarter […]

Insider Monkey

Reasons to Have Faith in PAR Technology’s (PAR) Future Growth
02/15/2024

Greenhaven Road Capital, an investment management company, released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the Fund returned approximately 15%, bringing the full-year returns to approximately 51%. The reason for all of the Q4 returns was perseverance along with multiple expansions during the quarter […]

Insider Monkey

Burford (BUR) is “Playing the Long Game.” Here’s Why
02/15/2024

Greenhaven Road Capital, an investment management company, released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the Fund returned approximately 15%, bringing the full-year returns to approximately 51%. The reason for all of the Q4 returns was perseverance along with multiple expansions during the quarter […]

Insider Monkey

What Makes APi Group (APG) a Successful Business?
02/15/2024

Greenhaven Road Capital, an investment management company, released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the Fund returned approximately 15%, bringing the full-year returns to approximately 51%. The reason for all of the Q4 returns was perseverance along with multiple expansions during the quarter […]

Insider Monkey

Greenhaven Road Capital’s Q4 2023 Investor Letter
02/15/2024

Greenhaven Road Capital, an investment management company, released its fourth quarter 2023 investor letter. In the fourth quarter, the Fund returned approximately 15%, bringing the full year returns to approximately 51%. The reason for all of the Q4 returns was perseverance along with multiple expansions during the quarter as investors were willing to pay a […]

Insider Monkey


Private Funds Structure

Fund Type Count GAV
Hedge Fund 4 $293,707,841

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Private Funds



Employees




Brochure Summary

Overview

Greenhaven Road Investment Management, LP (“Adviser,” “we” or “us”) is a Delaware limited partnership that was formed in 2016. We are principally owned and controlled by Scott Miller, our founder and portfolio manager, who launched his advisory business in 2011 with the launch of Greenhaven Road Capital Fund 1, LP. We currently advise the following private investment funds (collectively, the “Funds”):
• Greenhaven Road Capital Fund 1, LP (“Fund 1”), a Delaware limited partnership with one feeder fund: o Greenhaven Road Capital Fund 1 Offshore, Ltd. (the “Offshore Fund”), a British Virgin Islands exempted company;
• Greenhaven Road Capital Fund 2, LP (“Fund 2”), a Delaware limited partnership;
• Greenhaven Road Capital Partners Fund, LP (the “Partners Fund”), a Delaware limited partnership; and
• Greenhaven Road Special Opportunities Fund, LP (the “Special Opportunities Fund”), a Delaware limited partnership. MVM Funds, LLC (“MVM”) is the general partner of Fund 1, the Offshore Fund, and Fund 2. Greenhaven Road Capital Partners Fund GP, LLC (“GRPF GP”) is the general partner of the Partners Fund and Greenhaven Road Special Opportunities GP, LLC
(“GRSO GP”). Like the Adviser, each General Partner is principally owned and controlled by Scott Miller. Unless and only to the extent that the context otherwise requires, references to the Adviser, we or us herein are deemed to include references to the General Partners as well. We provide discretionary investment advice to the Funds. In the future, we may provide discretionary and/or non- discretionary investment advice to other private investment funds and/or separately managed accounts (collectively with the Funds, “clients”). The Funds are managed in accordance with their own investment and trading objectives, as described in their respective offering documents and/or governing agreements. We generally do not permit investors in the Funds to impose limitations on the investment activities described in the Funds’ offering documents. Under certain circumstances, we may contract with a client to adhere to limited risk and/or operating guidelines imposed by the client. As of December 31, 2022, we had approximately $229 million in regulatory assets under management on a discretionary basis. We do not currently manage any assets on a non-discretionary basis.