EASTOVER CAPITAL MANAGEMENT

Overview

Eastover Capital Management is an independent registered investment adviser that manages portfolios for individuals, families and institutions with a fee model tied to assets under management. The firm emphasizes equity-focused portfolios — predominantly exchange-traded equities — and runs both discretionary and non-discretionary mandates. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting, which points to a mix of private wealth and institutional work rather than a pure family office model. Although the firm does not position itself as a dedicated capital allocator, it will incorporate third-party private placements when appropriate. Eastover is not an active ESG investor and it is not organized as a multi-state adviser, suggesting a more geographically focused practice. The investment approach appears to favor concentrated, high-conviction equity holdings supplemented by ETFs, mutual funds and selective alternative private placements to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices