Hatch Cove Capital, LLC

RIASEC RegisteredEst. 2023
Total AUM
$292M
Discretionary
$292M
100% of AUM
Avg account
$97.2M
Accounts
3
Employees
4
Advisory reps
3

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

FINTRX

Overview

Hatch Cove Capital, LLC is a small, institutionally focused advisory firm that manages concentrated equity portfolios and provides portfolio management for pooled vehicles and institutional clients. The firm charges fees as a percentage of assets under management and is structured as a limited liability company with individual ownership. Hatch Cove Capital registered with the SEC in 2023 and identifies its client base as institutional; it does not self-identify as an active ESG investor, pension consultant, or multi-state adviser. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded stocks and a concentrated set of positions. The firm’s regulatory filings indicate it runs discretionary strategies for a small number of sizable institutional clients and manages pooled investment vehicles, suggesting it operates as both an allocator of public equities and a manager of fund structures rather than a broad retail RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Jeffrey Lazar

    Jeffrey Lazar

    Chief Compliance Officer & Chief Operating OfficerCRD 1413895

  • Christopher Olson

    Christopher Olson

    Chief Investment OfficerCRD 5777372

Contacts

1 of 1
  • Ben Andrews

    Portfolio ManagerCRD 2799200

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth