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South Cove Financial, LLC

● SEC registered since 2024CRD 284554SEC# 801-131362
Export (members)
Reg. AUM
$145M
Employees
3
Accounts
237
Location

South Cove Financial, LLC assets under management

South Cove Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $145 million in regulatory assets under management and employs 3 people.

South Cove Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Carolyn Marie Horadan ControlManaging Member, Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does South Cove Financial, LLC manage?

South Cove Financial, LLC reports $145 million in regulatory assets under management on its Form ADV.

How many employees does South Cove Financial, LLC have?

South Cove Financial, LLC reports 3 employees.

Does South Cove Financial, LLC disclose fund performance?

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

Contact & registration

Phone206-914-4132
Office hours8 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145M
Non-discretionary$0
Total (RAUM)$145M