Hatch Cove Capital, LLC

RIASEC Registered

Total AUM

$292M

Discretionary

$292M

100% of AUM

Avg account

$97.2M

Accounts

3

Employees

4

Advisory reps

3

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

FINTRX

Overview

Hatch Cove Capital, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and serves institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or other institutions. Hatch Cove does not identify as an active ESG investor and is not described as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 1

Ben Andrews
Portfolio ManagerCRD 2799200

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$42.3M in ETFs

Passive

100%

$42.3M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO DB MULTI-SECTOR COMMODITY TRUST (DBA)	Invesco	Passive	Commodities Focused	$18.8M	666,400	44.33%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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