HATCH COVE CAPITAL, LLC
Adviser information for HATCH COVE CAPITAL, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $75.5M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $75.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $30.0M |
| Other investment advisers | <5 | $45.5M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127530 |
|---|---|
| SEC ERA File Number | 801-127530 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324472 |
| Legal Entity Identifier | None |
Principal Office
2057 NORTH CLIFTON AVENUECHICAGO
IL
United States
Monday - Friday, 9-5 EST
Tel: 708-617-2410, Fax: None
Chief Compliance Officer
JEFF LAZAR
2057 NORTH CLIFTON AVENUE
CHICAGO
IL
United States
Tel:
(708) 617-2410
J*****@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAZAR, JEFFREY, P | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | 10/2022 | < 5% |
| ANDREWS, BEN | Individual | – | PORTFOLIO MANAGER | 10/2022 | < 5% |
| OLSON, CHRISTOPHER, J | Individual | – | CHIEF INVESTMENT OFFICER / MANAGING MEMBER | 10/2022 | > 75% |