Seal Cove Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 332033
- Registered since
- July 29, 2024
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.37%
- Individuals0.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Seal Cove Capital LLC is a small, fee-based registered investment adviser that manages concentrated portfolios for a handful of high-net-worth individuals and families. The firm emphasizes equity exposure, using exchange-traded securities as the primary vehicle for implementing its investment views. Portfolio management for individuals and small businesses is the core advisory activity, and the firm charges clients a percentage of assets under management. Although the firm is SEC-registered in 2024, its client base is narrow—three clients—allowing Seal Cove Capital LLC to construct bespoke allocations and to incorporate less liquid strategies where appropriate. The adviser does not position itself as an ESG investor, and it reports discretionary authority over its client accounts, signaling an active, manager-driven approach to asset allocation and trading.
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 Equities79%
- Private Funds21%
Contacts
1 of 1Kevin Lee
Managing PartnerCRD 7945523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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