C
$22.7M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Horizon fusion
- Established Date
- 07-05-2011
- Office Locations
- 1
Office Locations
-- Oyster BAY NY
About Cove Capital Management Inc.
Cove Capital Management Inc. is a Oyster BAY-based RIA. The firm has been operating for 14 years. Managing $22.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction.
Team overview
53 AVG AGE
$22.7M AVG AUM / ADVISOR
$781.7K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Unison atlas
Investment Themes
Pathway
Investment Vehicles
Vital
Services
Alpha
Technology
Pioneer
Owner & Executives
D
DAVID MARTIN GOLDENBERG
Chief Compliance Officer, President
- CRD
- #4262745
- Ownership
- 75% or more
(807) 940-5613
peak.value@atlascapital.com
in linkedin.com/in/atlas-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,668,997 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,668,997 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,668,997
Equity - Exchange:
15.0% Cash:
23.2% Corporate - Non-Investment Grade:
7.7% Other:
10.4% Corporate - Investment Grade:
21.9% U.S. Government/Agency:
6.4% Public Funds:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $323,749,237 | 15.0% |
| Cash | $500,732,154 | 23.2% |
| Corporate - Non-Investment Grade | $166,191,275 | 7.7% |
| Other | $224,466,138 | 10.4% |
| Corporate - Investment Grade | $472,673,887 | 21.9% |
| U.S. Government/Agency | $138,133,008 | 6.4% |
| Public Funds | $332,382,550 | 15.4% |
| Total | $2,158,328,249 | 100.0% |