HORSE COVE PARTNERS LLC
Adviser information for HORSE COVE PARTNERS LLC last updated from Form ADV on March 27th, 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 | Georgia, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 56 | $102.0M |
| Non-Discretionary | 0 | $0 |
| Total | 56 | $102.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | 46 | $22.7M |
| Banking or thrift institutions | <5 | $56.6M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $21.0M |
| Charitable organizations | 0 | $0 |
| 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 | <5 | $1.6M |
| 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 | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-130046 |
|---|---|
| SEC ERA File Number | 801-130046 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172389 |
| Legal Entity Identifier | None |
Principal Office
1899 POWERS FERRY RD SESUITE 120
ATLANTA
GA
United States
Monday - Friday, 9:30 TO 4:30
Tel: 678-905-5723, Fax: 770-859-9291
Chief Compliance Officer
STACY FLEMING
CHIEF COMPLIANCE OFFICER
36 W. PIKE ST
SUITE 120
COVINGTON
KY
United States
Tel:
8584021458
Fax:
770-859-9291
S*******@*******M
(Full email address available in API data)
Regulatory Contact
WES JACKSON
CHAIRMAN
10355 DAWSONS CREEK
BLDG 3, STE F
FORT WAYNE
IN
United States
Tel:
2064904233
Fax:
770-859-9291
W*******@********************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 |
|---|---|---|---|---|---|
| JACKSON, JEAN, WESLEY | Individual | – | CHAIRMAN | 05/2021 | < 5% |
| DAVIS, JEREMY, MICHAEL | Individual | – | PRESIDENT | 05/2021 | < 5% |
| MAJESTIC HEIGTHS PARTNERS LLC | Domestic Entity | – | OWNER | 05/2021 | > 75% |
| DAVIS, JEREMY, MICHAEL | Individual | MAJESTIC HEIGTHS PARTNERS LLC | MEMBER | 05/2021 | 50-75% |
| JACKSON, JEAN, WESLEY | Individual | MAJESTIC HEIGTHS PARTNERS LLC | MEMBER | 05/2021 | 50-75% |
| FLEMING, STACY, GRAVES | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |