A complete list of active advisors currently associated with Cove Street Capital, LLC

Warmer can help you find a great advisor at Cove Street Capital, LLC or one who fits your needs even better.

Cove Street Capital is an SEC-registered, independent advisory firm that provides discretionary portfolio management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, corporations, and a pooled investment vehicle. The firm also provides investment advisory services to a private pooled fund for which an affiliated entity serves as general partner, and it sells non-discretionary security rankings to an unaffiliated investment manager for a fee. The firm’s investment process is research-driven and value-oriented, relying on fundamental, bottom-up analysis and systematic screens to identify undervalued small- and micro-cap opportunities. Strategies described in the brochure are concentrated and actively managed, with defined position and industry risk limits, regular rebalancing, and a focus on board- and management-level engagement for certain microcap holdings. What distinguishes the firm from many peers is its dual role as an adviser to external clients and as an owner/manager of a private pooled fund that is subject to performance allocations and lock-up/withdrawal provisions, as well as its practice of licensing predictive security rankings (with a fixed and variable compensation component) to an outside manager. The brochure also discloses the firm’s use of soft-dollar arrangements and the potential for side-by-side management of performance-fee and non-performance-fee accounts, which the firm says it monitors through allocation and sequencing reviews.

To learn more about the advisors currently working at Cove Street Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.