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, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and investment advice to individuals, high‑net‑worth clients, institutions, and pooled investment vehicles. The firm reported approximately $93.8 million in discretionary assets under management across a small number of client relationships and offers customized advisory arrangements, including the ability to negotiate performance‑based fees for eligible accounts. The firm follows a research‑driven, fundamental value investment process with concentrated portfolios (typical holdings ranges are 20–35 names for All‑Cap/Small‑Cap strategies and tighter concentrations for microcap and Partners strategies) and explicit position and industry limits. Strategies include small‑ and microcap value approaches and a microcap/Partners strategy that emphasizes long‑term, owner‑oriented time horizons and active board‑level engagement; accounts are reviewed and rebalanced on a regular, discretionary basis. Cove Street is also a private fund adviser and controlling owner of a general partner that manages a pooled vehicle (the Partners Fund), which employs performance allocations and lock‑up/withdrawal provisions (Class A allocations subject to a hurdle and high‑water‑mark; Class B subject to a fixed management fee plus a performance allocation). The brochure discloses policies to address side‑by‑side conflicts and execution allocation, notes that the firm may have custody only with respect to the Partners Fund, and records that its wrap fee and UMA programs were closed as of December 31, 2025.
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.
Name |
Location |
Years of experience |
|---|---|---|
Hermosa Beach, CA
| —
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")