Cove
Firm details
- Headquarters
- Santa Clara, California
- CRD number
- 329900
- Registered since
- September 20, 2024
- Website
- usecove.com
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
Cove is a corporate-structured, independent registered investment adviser that focuses on individual and family clients. FINTRX shows Cove became SEC-registered in 2024. Ownership is held by an individual and the firm charges clients on a percentage-of-AUM basis. The dataset indicates Cove does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Santa Clara, CA
Santa Clara
Location
Santa Clara, CA
Headquartered in Santa Clara, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 1991 Stanley Ave
- Time zone
- PT (UTC-8)
- Office locations
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