Hatch Cove Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324472
- Registered since
- March 29, 2023
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S, BANK NATIONAL ASSOCIATION
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government66.78%
- Other Investment Advisers33.22%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hatch Cove Capital, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (2023) and is owned by an individual. Its client base is institutional, and it charges fees based on a percentage of assets under management. Hatch Cove provides portfolio management services for pooled investment vehicles as well as for businesses and institutions. The adviser is not positioned as an ESG-focused investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Jeffrey Lazar
Chief Compliance Officer & Chief Operating OfficerCRD 1413895
Christopher Olson
Chief Investment OfficerCRD 5777372
Contacts
1 of 1Ben Andrews
Portfolio ManagerCRD 2799200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$52.8M in ETFs
100%
$52.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO DB MULTI-SECTOR COMMODITY TRUST (DBA) | Invesco | Passive | Commodities Focused | $17.2M | 645,800 | 32.63% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sugar Maple Asset Management, LLC
RIASister Bay, WI
The Planning Group
RIANorthfield, IL
Mcnaughton Wealth Management, LLC
RIASan Diego, CA
Millington Financial Advisors, LLC
RIANaperville, IL
Dudley Capital Management LLC
RIAMiddleburg, VA
Madden Advisory Services, Inc.
RIAJacksonville, FL