COVE VIEW INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2026
Total AUM
$128M
Discretionary
$128M
100% of AUM
Avg account
$63.9M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
OLD GREENWICH, Connecticut
CRD number
339631
Registered since
January 16, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cove View Investment Partners, LLC is a limited liability company that registered with the SEC in 2026 and positions itself as a hedge-fund manager serving institutional clients. The firm is organized to sponsor and manage pooled investment vehicles and is identified in filings as a CPO/CTA, indicating it acts in the capacity of commodity pool operator or commodity trading advisor for at least some of its products. Ownership is listed as individual, and the firm is not characterized as a capital allocator or a multi-state adviser. It does not report active ESG investing and is not designated as a pension consultant or related adviser. Cove View’s revenue model combines an asset-based fee with performance-based compensation, reflecting a typical hedge-fund alignment of manager and investor interests. The firm also lists sponsor/GP/managing-member roles among its industry affiliations, which underscores direct governance and operational control over the pooled vehicles it advises.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

3 of 3
  • BRIAN MERRINS

    Chief Compliance OfficerCRD 5121361

  • DOUGLAS FRIEDMAN

    Chief Investment OfficerCRD 5675131

  • FRANK GIANCARLI

    CFO & CCOCRD 5168567

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

OLD GREENWICH, CT

FAIRFIELD

Location

OLD GREENWICH, CT

Headquartered in OLD GREENWICH, CT, 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
FAIRFIELD
Address
13 Arcadia Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth