M
$153.7M Total AUM
$150.5M Disc. AUM
-- 3Y CAGR
3 Employees
52 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- OptimaHarbor insight
- Established Date
- 03-31-2021
- Office Locations
- 2
Office Locations
545 Shore Road Cape Elizabeth ME
-- Tampa FL
About Maiden Cove Capital
Maiden Cove Capital is an independent, fee-based fiduciary wealth manager providing tailored investment management and financial planning, with an emphasis on disciplined, tax-aware, low-fee portfolios. Founded in 2020 by CFP Damien Saccani (ex Morgan Stanley/Merrill), the firm focuses on entrepreneurs, successful families, and entertainment-industry clients, with custody supported by Fidelity and Charles Schwab.
Team overview
-- AVG AGE
$76.8M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Quantum catalyst Catalyst glacier Meridian Peak Summit Summit peak
Client Personas
Alpha Quantum
Custodian
Zenith eagle Atlas Foundation Signal focus Legacy value Insight pathway Element Alpha Glacier wave Meridian
Investment Themes
Element value Radial value Frontier
Investment Vehicles
Capital pathway Foundation
Platform
North
Services
Oak Horizon oak Delta radial Signal vector Pathway Vital prime
Technology
Horizon Eagle
Owner & Executives
DAMIEN J SACCANI
Chief Compliance Officer, President
- CRD
- #5700301
- Ownership
- 75% or more
(920) 927-6021
meridian.vital@momentumcapital.com
in linkedin.com/in/meridian-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
T
THOMAS JOSEPH COLLINS
--
- CRD
- #6714133
(803) 481-1550
unison.beacon@radialcapital.com
in linkedin.com/in/wave-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,533,400 | $934,990 |
| Non-Discretionary | $3,163,729 | $3,163,729 |
| Total | $153,697,129 | $948,748 |
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Separately Managed Accounts
Total SMA Asset: $153,697,129
Public Funds:
22.8% Equity - Exchange:
22.9% U.S. Government/Agency:
5.4% Cash:
5.2% Private Funds:
22.9% Municipal Bonds:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $525,448,226 | 22.8% |
| Equity - Exchange | $527,752,823 | 22.9% |
| U.S. Government/Agency | $124,448,264 | 5.4% |
| Cash | $119,839,069 | 5.2% |
| Private Funds | $527,752,823 | 22.9% |
| Municipal Bonds | $479,356,277 | 20.8% |
| Total | $2,304,597,482 | 100.0% |