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| Sandy Cove Advisors LLC
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|---|---|
| CRD # | 152482 |
| SEC # | 801-107724 |
| CIK # | 0001908217 |
| AUM | 684.9 M (2026-03-23) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 617-622-1500 |
| Address | 37 Derby Street Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908217 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.0 | ||
| Morgan Stanley | 7.3 | ||
| Microsoft Corp | 6.1 | ||
| Alphabet Inc | 5.4 | ||
| Nvidia Corp | 5.3 | ||
| Revolution Medicines Inc | 5.1 | ||
| Alphabet Inc | 4.6 | ||
| Amazon Com Inc | 4.4 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Lilly Eli & Co | 2.7 | ||
| Advanced Micro Devices Inc | 2.7 | ||
| Facebook Inc | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 32.8 |
| (b) Individuals (high net worth individuals) | 205 | 650.3 |
| (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 | 2 | 1.1 |
| (h) Charitable organizations | 1 | 0.6 |
| (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 | 1,057 | 684.9 |
| By Discretionary | ||
| Discretionary | 1,005 | 654.8 |
| Non-Discretionary | 52 | 30.1 |
| Total | 1,057 | 684.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 684.9 | |
| Total | 1,057 | 684.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908217] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
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