Alder Cove Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 170147
- Website
- aldercovecapital.com
- Custodians
- BETTERMENT, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.47%
- Individuals34.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alder Cove Capital, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include traditional percentage-of-AUM billing as well as options for hourly and fixed-fee engagements. Alder Cove does not present itself as an ESG-focused manager, does not act as a capital allocator to third‑party managers, and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Tyler Linsten
FounderCRD 5497457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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