Hatch Cove Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324472
- Registered since
- March 29, 2023
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S, BANK NATIONAL ASSOCIATION
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government66.78%
- Other Investment Advisers33.22%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hatch Cove Capital, LLC is a small, institutionally focused advisory firm that manages concentrated equity portfolios and provides portfolio management for pooled vehicles and institutional clients. The firm charges fees as a percentage of assets under management and is structured as a limited liability company with individual ownership. Hatch Cove Capital registered with the SEC in 2023 and identifies its client base as institutional; it does not self-identify as an active ESG investor, pension consultant, or multi-state adviser. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded stocks and a concentrated set of positions. The firm’s regulatory filings indicate it runs discretionary strategies for a small number of sizable institutional clients and manages pooled investment vehicles, suggesting it operates as both an allocator of public equities and a manager of fund structures rather than a broad retail RIA.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Jeffrey Lazar
Chief Compliance Officer & Chief Operating OfficerCRD 1413895

Christopher Olson
Chief Investment OfficerCRD 5777372
Contacts
1 of 1Ben Andrews
Portfolio ManagerCRD 2799200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sugar Maple Asset Management, LLC
RIASister Bay, WI
The Planning Group
RIANorthfield, IL
Mcnaughton Wealth Management, LLC
RIASan Diego, CA
Millington Financial Advisors, LLC
RIANaperville, IL
Dudley Capital Management LLC
RIAMiddleburg, VA
Madden Advisory Services, Inc.
RIAJacksonville, FL