HORSE COVE PARTNERS LLC
SEC RegisteredConsistency Conviction Confidence
About the firm
Horse Cove Partners is an investment management firm committed to providing personalized investment strategies and comprehensive financial planning services. Their goal is to help clients make informed decisions that align with their financial objectives, focusing on building long-term relationships using a client-centered approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio & Risk Management, Wealth Planning & Advisory, and Institutional Investment Solutions.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9 | $1.6M |
| High Net Worth Individuals | 25 | $24M |
| Investment Companies | 1 | — |
| Charitable Organizations | 2 | $28M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HORSE COVE PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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