Maiden Cove Capital
Firm details
- Headquarters
- Yarmouth, Maine
- CRD number
- 312478
- Registered since
- June 6, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.24%
- Pension & Profit Sharing Plans15.13%
- Corporations / Businesses3.63%
- Charitable Organizations1.34%
- Individuals0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Maiden Cove Capital is an independent, SEC-registered investment adviser that began formal SEC registration in 2024. Organized as an LLC and owned by an individual, the firm serves both individuals/families and institutional clients. Its advisory work spans financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and indicates it is not an active ESG investor.
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
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities22%
- US Government Bonds19%
- Cash & Cash Equivalents4%
- Private Funds3%
Contacts
3 of 3
Damien Saccani
Managing Director, FounderCRD 5700301
Thomas Collins
Financial AdvisorCRD 6714133
Andrew Snider
Director of OperationsCRD 6186964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Yarmouth, ME
Cumberland
Location
Yarmouth, ME
Headquartered in Yarmouth, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 81 Bridge St
- Time zone
- ET (UTC-5)
- Office locations
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