COVE CAPITAL MANAGEMENT INC.

RIASEC RegisteredEst. 2016
Total AUM
$248M
Discretionary
$248M
100% of AUM
Avg account
$248M
Accounts
1
Employees
3
Advisory reps
1

Firm details

Headquarters
BRENTWOOD, Tennessee
CRD number
284649
Registered since
August 5, 2016
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cove Capital Management Inc. is an SEC-registered investment adviser organized as a corporation and owned by an individual. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, and its client base is institutional. Cove Capital operates with a concentrated mandate: it manages a single institutional pooled vehicle and structures its advisory relationship to include performance-based fee arrangements alongside other fee types. Investment activity centers on using external managers through pooled structures rather than acting as a broad capital allocator. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser. Its registration year is 2016, which suggests it is a relatively recent entrant that focuses on manager selection and oversight for its single institutional client.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DOUGLAS BRYANT

    Portfolio Manager, PrincipalCRD 4839778

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRENTWOOD, TN

WILLIAMSON

Location

BRENTWOOD, TN

Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
7003 Chadwick Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth