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⚲
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| Cove Hill Partners LP
✚
|
|
|---|---|
| CRD # | 288684 |
| SEC # | 801-110748 |
| CIK # | |
| AUM | $3.1 BB (2024-03-28) |
| Employees | 47 (70% Investors, 0% Brokers) |
| Phone | 857-245-6060 |
| Address | 888 Boylston Street Boston, MA 02199 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | CHP Strategic Partners II LLC | [2021-03-30] | 23.0 | 22.6 |
| PE | Cove Hill Partners Fund II-B LP | [2021-03-30] | 0.0 | 356.1 |
| PE | Cove Hill Partners Fund II LP | [2021-03-30] | 0.0 | 973.0 |
| PE | CHP Strategic Partners LLC | [2018-02-05] | 18.4 | 32.2 |
| PE | Cove Hill Partners Fund I LP | [2017-09-08] | 0.0 | 1,744.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 3.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 3.1 |
| By Discretionary | ||
| Discretionary | 7 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 7 | 3.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| David Katz | 54 | ||
| Andrew Balson | 22 | ||
| Justin Roberts | 16 | ||
| Keith Power | 11 | ||
| Lara Moskowitz | 11 | ||
| Zack Kaplan | 6 | ||
| Zachary Kaplan | 4 | ||
| Yvonne Hao | 3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Steele Creek Investment Management LLC
✚
|
NC | 3.2 |
|
Vestar Capital Partners LLC
✚
|
NY | 3.2 |
|
Madison Capital Partners Corporation
✚
|
IL | 3.1 |
|
Truarc Partners LP
✚
|
NY | 3.1 |
|
Pharmakon Advisors LP
✚
|
NY | 3.1 |
|
TW-IM LLC
✚
|
TX | 3.1 |
|
Baypine Holdings LP
✚
|
MA | 3.1 |
|
Arbor Investments Management LLC
✚
|
FL | 3.1 |
|
Tiger Infrastructure Partners LP
✚
|
NY | 3.1 |
|
Percheron Investment Management LP
✚
|
CA | 3.1 |