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Cove Private Wealth, LLC

● SEC registered since 2021CRD 316866SEC# 801-122756Oyster Bay, NY
Export (members)
Reg. AUM
$269.9M
Employees
2
Accounts
57
Location
Oyster Bay, NY

Cove Private Wealth, LLC assets under management

Cove Private Wealth, LLC operates as an SEC-registered investment adviser based in Oyster Bay, NY. The firm has been registered since 2021. It reports $269.9 million in regulatory assets under management and employs 2 people.
www.coveprivatewealth.comView on SEC.gov ↗

Cove Private Wealth, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jcpw, LLC ControlHolding Company50-75%2022
Joseph Carmelo Capezza ControlChief Compliance OfficerUnder 5%2021
Jwpw, LLC ControlHolding Company50-75%2024
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Frequently asked questions

How much does Cove Private Wealth, LLC manage?

Cove Private Wealth, LLC reports $269.9 million in regulatory assets under management on its Form ADV.

How many employees does Cove Private Wealth, LLC have?

Cove Private Wealth, LLC reports 2 employees.

Where is Cove Private Wealth, LLC located?

Cove Private Wealth, LLC is based in Oyster Bay, NY and has been SEC-registered since 2021.

Does Cove Private Wealth, LLC disclose fund performance?

Cove Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address44 Yellow Cote Rd., Oyster Bay, NY 11771
Phone516-588-1123
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
CIK2015131
Discloses disciplinary historyNo

Assets under management

Discretionary$269.9M
Non-discretionary$0
Total (RAUM)$269.9M