SANDY COVE ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	9
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	836	$457.2M
Non-Discretionary	57	$29.2M
Total	893	$486.4M

Clients

Type	Number	RAUM
Individuals	88	$36.9M
HNW Individuals	128	$447.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$1.5M
Charitable organizations	<5	$519,666
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	7
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-107724
SEC ERA File Number	801-107724
SEC CIK Numbers	1908217
SEC CRD Numbers	152482
Legal Entity Identifier	None

Principal Office

37 DERBY STREET
SUITE 5
HINGHAM
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic