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Horse Cove Partners LLC

Horse Cove Partners LLC. CRD 172389

H

CRD: 172389

Horse Cove Partners LLC

Atlanta, GA, 30339
6789055723
www.horsecovepartners.com
$106.6M Total AUM
$106.6M Disc. AUM
-- 3Y CAGR
9 Employees
40 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Cetera · Interactive Brokers · Jackson National Life
Clients
Retail and Institutional
Platforms
Vital quantumOptima
Established Date
08-18-2014
Office Locations
5

Office Locations

10355 Dawsons Creek Blvd. STE F Fort Wayne IN
1899 Powers Ferry RD SE Suite 120 Atlanta GA
-- Center Valley PA

About Horse Cove Partners LLC

Horse Cove Partners LLC is a Atlanta-based RIA with 5 offices. The firm has been operating for 11 years. Managing $106.6M in total assets under management, with 5 advisory representatives. They custody assets with Cetera and Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

46 AVG AGE
$21.3M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
3.2 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Glacier Zenith Eagle Vector Insight

Client Personas

Foundation beacon

Custodian

Glacier fusion Horizon crest Legacy Value vertex

Investment Themes

North alpha Legacy Pioneer

Investment Vehicles

Prime

Services

Quantum Ridge crest Vertex ridge Unison Wave wave Quantum insight

Technology

Meridian Summit frontier

Owner & Executives

JEREMY MICHAEL DAVIS

JEREMY MICHAEL DAVIS

President, President | Program Manager

CRD
#4924731
Ownership
Less than 5%
(603) 471-5885
signal.quantum@valuecapital.com
in linkedin.com/in/momentum-summit
JEAN WESLEY JACKSON

JEAN WESLEY JACKSON

Associate, Chairman

CRD
#1707678
Ownership
Less than 5%
(590) 955-1439
beacon.atlas@northcapital.com
in linkedin.com/in/vector-eagle
P

Pathway optima

Vector ridge element

CRD
#69089
Ownership
6.4%
(552) 927-7569
crest.capital@meridiancapital.com
in linkedin.com/in/pathway-atlas

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Contacts

Gregory Mathew Brennan

Gregory Mathew Brennan

Financial Advisor, General Partner

CRD
#4162588
(648) 538-8035
legacy.foundation@pathwaycapital.com
in linkedin.com/in/beacon-peak
E

Edward Joseph Cwalina

--

CRD
#1123493
(363) 743-6991
optima.bridge@fusioncapital.com
in linkedin.com/in/summit-pathway
P

Pioneer matrix

Catalyst frontier

CRD
#28505
(712) 981-5685
value.peak@matrixcapital.com
in linkedin.com/in/capital-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-27-2019
06-26-2020
05-15-2024
07-30-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $106,620,611 $1,974,456
Non-Discretionary $0 --
Total $106,620,611 $1,974,456

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Separately Managed Accounts

Total SMA Asset: $106,620,611

$106.6M Total SMA
Other:
26.8%
Equity - Exchange:
11.7%
Cash:
15.8%
Public Funds:
21.6%
U.S. Government/Agency:
24.1%
Asset class Assets Assets %
Other $785,431,231 26.8%
Equity - Exchange $342,893,485 11.7%
Cash $463,052,740 15.8%
Public Funds $633,034,126 21.6%
U.S. Government/Agency $706,301,965 24.1%
Total $2,930,713,547 100.0%

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