HORSE COVE PARTNERS LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 172389
- Registered since
- May 16, 2024
- Website
- www.horsecovepartners.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions49.01%
- Pension & Profit Sharing Plans26.18%
- HNWI22.33%
- Individuals1.5%
- Corporations / Businesses0.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Horse Cove Partners LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory work focuses on financial planning and portfolio management for individuals and small businesses. Compensation is structured through a mix of percentage-of-AUM fees and fixed fees. The firm identifies itself as not being an active ESG investor and does not list pension consulting or related-adviser activity.
Assets & Accounts
Investments & Alternatives
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
- Other48%
- Exchange Traded Equities43%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
3 of 7Tiffany NgChiuHingNing
Director of OperationsCRD 7556102
David Whaley
Account ManagerCRD 7013866
Edward Cwalina
Executive Vice PresidentCRD 1123493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1899 Powers Ferry Rd SE
- Time zone
- ET (UTC-5)
- Office locations
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