Data / Investment advisers / Connecticut / Cove View Investment Partners, LLC
Cove View Investment Partners, LLC, Old Greenwich, CT: $128 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cove View Investment Partners, LLC is an SEC registered investment adviser with its main office in Old Greenwich, Connecticut and reports $128 million in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Cove View Investment Partners, LLC (CRD number 339631): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 339631
- SEC file number
- 801-134967
- SEC status
- Approved, effective January 16, 2026
- Main office
- 13 Arcadia Rd Suite 5s, Old Greenwich, CT 06870
- Phone
- (516) 456-4468
- Website
- coveviewinvestmentpartners.com
- Regulatory AUM
- $127,828,869 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $127,828,869
- Accounts
- 2
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $127,828,869
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $127.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $127.8 million | May 14, 2026 |
| February 2, 2026 | Not listed | November 25, 2025 |
Other advisers in Old Greenwich
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Swan Investment Partners | Old Greenwich | $334.2 million | 5 | adviserinfo.sec.gov |
| Highland Peak Capital, LLC | Old Greenwich | $333.2 million | 2 | adviserinfo.sec.gov |
| Watchtower Advisors, LP | Old Greenwich | $289.5 million | 1 | adviserinfo.sec.gov |
| Loretta Nolan Associates, LLC | Old Greenwich | $135.8 million | Not listed | adviserinfo.sec.gov |
| Blkbrd Asset Management | Old Greenwich | $133.9 million | 1 | adviserinfo.sec.gov |
| Duke Funding Management, L.L.C. | Old Greenwich | $126.9 million | 4 | adviserinfo.sec.gov |
| Reef Pass Investors | Old Greenwich | Not listed | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Old Greenwich, CT
- Investment advisers in Connecticut
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Cove View Investment Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.