Cove Private Wealth, LLC
Firm details
- Headquarters
- Oyster Bay, New York
- CRD number
- 316866
- Registered since
- November 24, 2021
- Website
- www.coveprivatewealth.com
- Custodians
- GOLDMAN SACHS & CO. LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.97%
- Charitable Organizations1.2%
- Pension & Profit Sharing Plans0.81%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cove Private Wealth, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as an LLC. The firm serves high-net-worth individuals, families and institutional clients, charging advisory fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting services. The firm is not structured as a capital allocator that sponsors private funds and does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents9%
- State & Local Bonds8%
- US Government Bonds3%
- Non-Exchange Traded Equities1%
Contacts
3 of 4Peter Burkly
AdvisorCRD 2432718
Jeffrey Whalen
Managing MemberCRD 7290437
Santo Vicenzino
AdvisorCRD 5115765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$88.4M in ETFs
99%
$87.9M
<1%
$530K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $10.4M | 15,108 | 11.74% |
Location
Oyster Bay, NY
Nassau
Location
Oyster Bay, NY
Headquartered in Oyster Bay, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 44 Yellow Cote Rd
- Time zone
- ET (UTC-5)
- Office locations
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