Data / Investment advisers / Georgia / Horse Cove Partners LLC
Horse Cove Partners LLC, Atlanta, GA: $107 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Horse Cove Partners LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $107 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include banks and thrifts, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Horse Cove Partners LLC (CRD number 172389): 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
- 172389
- SEC file number
- 801-130046
- SEC status
- Approved, effective May 16, 2024
- Main office
- 1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339
- Phone
- (678) 905-5723
- Website
- horsecovepartners.com
- Regulatory AUM
- $106,620,611 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $106,620,611
- Accounts
- 54
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| Banking or thrift institutions | 1 | $52.3 million |
| Pension and profit sharing plans | 2 | $27.9 million |
| High net worth individuals | 25 | $23.8 million |
| Individuals (other than high net worth individuals) | 9 | $1.6 million |
| Corporations or other businesses | 3 | $1.1 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 |
|---|---|---|
| April 1, 2026 | $106.6 million | March 31, 2026 |
| December 1, 2025 | $101.6 million | July 30, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Discovery | Atlanta | $118.3 million | Not listed | adviserinfo.sec.gov |
| Cornerstone Financial | Atlanta | $118 million | Not listed | adviserinfo.sec.gov |
| McCormack Financial Planning Inc. | Atlanta | $115.7 million | Not listed | adviserinfo.sec.gov |
| Infinite Giving Advisory Services, Inc. | Atlanta | $112.8 million | Not listed | adviserinfo.sec.gov |
| Skypoint Capital Advisors, LLC | Atlanta | $109 million | Not listed | adviserinfo.sec.gov |
| Wealth Engagement | Atlanta | $105 million | Not listed | adviserinfo.sec.gov |
| Carter, Terry & Company, Inc. | Atlanta | $104 million | Not listed | adviserinfo.sec.gov |
| 34 Financial, LLC | Atlanta | $101 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving banks and thrifts
- Advisers serving pension and profit sharing plans
- Horse Cove 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.