Overview

Assets Under Management: $102 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 46
Average Client Assets: $0.5 million

Frequently Asked Questions

HORSE COVE PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #172389), HORSE COVE PARTNERS LLC is subject to fiduciary duty under federal law.

HORSE COVE PARTNERS LLC is headquartered in ATLANTA, GA.

HORSE COVE PARTNERS LLC serves 46 high-net-worth clients according to their SEC filing dated May 15, 2024. View client details ↓

According to their SEC Form ADV, HORSE COVE PARTNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓

HORSE COVE PARTNERS LLC manages $102 million in client assets according to their SEC filing dated May 15, 2024.

According to their SEC Form ADV, HORSE COVE PARTNERS LLC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.28%
Average Client Assets: $0.5 million
Total Client Accounts: 56
Discretionary Accounts: 56

Regulatory Filings

CRD Number: 172389
Filing ID: 1876570
Last Filing Date: 2024-05-15 15:46:00