Investment adviser · CRD 288555

GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP

Investment adviser filing (IA)

GREENWICH, CT, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $299M
Client accounts: 6
Employees: 4
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	6	$299,485,528	100.0%

Filing source

Form ADV 2062367 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GREENHAVEN ROAD CAPITAL FUND 2, LPHedge Fund · Last reported Mar 30, 2026$139MGross asset value

Form D fundraising filings

Greenhaven Road Capital Fund 2, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian NORTHERN TRUST BANK & TRUST COMPANY WOBURN, Massachusetts, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker BTIG, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK LLP
PCAOB 596

GOLDMAN SACHS & CO. LLC
SEC 8-129

NORTHERN TRUST BANK & TRUST COMPANY
LEI 549300EE39SNC5DXTC

PERSHING LLC
SEC 8-17574

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source

Fund ID: 805-9604635727
Reported beneficial owners: 77
Minimum commitment: $500K
Form D file number: 021-309026

Form ADV 2062367 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENHAVEN ROAD CAPITAL FUND 1, LPHedge Fund · Last reported Mar 30, 2026$124MGross asset value

Feeder funds

GREENHAVEN ROAD CAPITAL FUND 1 OFFSHORE, LTD

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian NORTHERN TRUST BANK & TRUST COMPANY WOBURN, Massachusetts, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker BTIG, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK LLP
PCAOB 596

GOLDMAN SACHS & CO. LLC
SEC 8-129

NORTHERN TRUST BANK & TRUST COMPANY
LEI 549300EE39SNC5DXTC

PERSHING LLC
SEC 8-17574

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source

Fund ID: 805-1971483072
Reported beneficial owners: 172
Minimum commitment: $500K
Form D file number: 021-238182

Form ADV 2062367 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENHAVEN ROAD CAPITAL PARTNERS FUND, LPHedge Fund · Last reported Mar 30, 2026$36.4MGross asset value

Form D fundraising filings

Greenhaven Road Capital Partners Fund, L.P.

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Custodian CNB BANK AND TRUST, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK LLP
PCAOB 596

CNB BANK AND TRUST, N.A.
LEI 5493000BIR9N6Y

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-7585749941
Reported beneficial owners: 54
Minimum commitment: $250K
Form D file number: 021-309020

Form ADV 2062367 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENHAVEN ROAD CAPITAL SPECIAL OPPORTUNITIES FUND, LPHedge Fund · Last reported Mar 30, 2026$388KGross asset value

Form D fundraising filings

Greenhaven Road Special Opportunities Fund LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Custodian NORTHERN TRUST BANK & TRUST COMPANY WOBURN, Massachusetts, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New York, United States Related to adviser: No

Prime broker BTIG, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK LLP
PCAOB 596

NORTHERN TRUST BANK & TRUST COMPANY
LEI 549300EE39SNC5DXTC

PERSHING LLC
SEC 8-17574

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source

Fund ID: 805-5352176538
Reported beneficial owners: 76
Minimum commitment: $100K
Form D file number: 021-405012

Form ADV 2062367 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

8 SOUND SHORE DRIVE, SUITE 210
GREENWICH, CT, 06830, United States

CRD 288555

Filing source

Form ADV 2062367 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.