Cove Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cove Capital Management provides discretionary investment supervisory services and portfolio review services to individuals (including high-net-worth clients), partnerships, trusts, pension plans and home offices. The firm documents client goals and constraints in an Investment Policy Statement for each account and manages client assets on an AUM basis with no stated account minimum.
The firm’s investment approach is grounded in fundamental analysis and includes both long‑term and short‑term trading techniques; it may employ short sales, margin transactions, and options writing (including uncovered strategies) alongside equity, fixed income and ETF holdings. Cove Capital operates with discretionary trading authority, conducts monthly reviews of client accounts by the firm’s principal, and uses Interactive Brokers as its primary custodian.
What is notable relative to many small independent advisers is the combination of active, higher‑risk trading strategies (shorts, margin, uncovered options) and in‑house management of all client assets rather than use of third‑party managers. The firm also permits client-directed brokerage, relies on Interactive Brokers for trade execution, and discloses receipt of research/soft‑dollar benefits from brokers—features that can affect execution and represent potential conflicts that clients should consider.
Client services
Expertise
Fee options
$1 - $1,000,000: 1.00% Above $1,000,000+: 0.75%
Main office
Oyster Bay NY
Advisors at this office
1
Most active in
Florida · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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