|
⚲
|
| Maiden Cove Capital LLC
✚
|
|
|---|---|
| CRD # | 312478 |
| SEC # | 801-130421 |
| CIK # | |
| AUM | $109.9 MM (2024-06-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 207-482-3840 |
| Address | 545 Shore Road Cape Elizabeth, ME 04107 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 4.1 |
| (b) Individuals (high net worth individuals) | 43 | 80.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 14.4 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 109.9 |
| By Discretionary | ||
| Discretionary | 142 | 95.4 |
| Non-Discretionary | 4 | 14.4 |
| Total | 146 | 109.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.9 | |
| Total | 146 | 109.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Johnson Dunn Capital Advisors Inc
✚
|
FL | 0.1 |
|
Fogarty Wealth Management Inc
✚
|
TX | 0.1 |
|
RIA Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Intentional Retirement LLC
✚
|
NE | 0.1 |
|
Connective Portfolio Management LLC
✚
|
NY | 0.1 |
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
|
Davis Financial Management Inc
✚
|
KS | 0.1 |
|
PMG Family Office LLC
✚
|
TX | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
TX | 0.1 |
|
Boyd Financial Strategies Inc
✚
|
MA | 0.1 |