COVE HILL PARTNERS, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$487M
Accounts
11
Employees
46
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
288684
Registered since
July 3, 2017
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cove Hill Partners, L.P. is a private equity limited partnership that operates as an adviser and sponsor of pooled investment vehicles. Registered with the SEC in 2017, the firm manages closed‑end funds on behalf of institutional investors and serves as general partner/managing member of those vehicles. Its client base is institutional, its primary fee arrangement includes a percentage of assets under management, and it identifies as an active ESG investor. The firm is not positioned as a capital allocator to external strategies but rather as a manager and sponsor of private pooled funds.

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

Owners & executives

1 of 1
  • KEITH POWER

    Chief Financial OfficerCRD 6802877

Contacts

3 of 4
  • ANDREW BALSON

    Managing PartnerCRD 1526671

  • LARA MOSKOWITZ

    Managing DirectorCRD 5400983

  • JUSTIN ROBERTS

    Managing DirectorCRD 5020491

Unlock 1 more contacts

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
888 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth