MAIDEN COVE CAPITAL

RIASEC RegisteredEst. 2024

Total AUM

$154M

Discretionary

$151M

98% of AUM

Avg account

$949K

Accounts

162

Employees

Advisory reps

Firm details

Headquarters: YARMOUTH, Maine
CRD number: 312478
Registered since: June 6, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.24%
Pension & Profit Sharing Plans15.13%
Corporations / Businesses3.63%
Charitable Organizations1.34%
Individuals0.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Maiden Cove Capital is an independent registered investment adviser that launched its SEC registration in 2024 and operates under individual ownership. The firm serves a mix of high-net-worth individuals, families and institutional clients, offering financial planning, portfolio management for individuals and businesses, and pension consulting. Fee arrangements include asset-based fees, hourly billing and fixed-fee engagements, which suggests flexibility in tailoring service and pricing to client needs. Investment activity centers on public funds and mutual funds as the largest sleeve of managed assets, while the firm also sources outside managers for a meaningful set of alternative allocations. Maiden Cove Capital is not positioned as a capital allocator running its own funds; instead it relies on third-party managers across several alternative strategies. The firm does not identify as an active ESG investor and currently reports a single-state advisory registration.