Cove View Investment Partners, LLC: new SEC registration, $128M AUM, Old Greenwich, CT
Cove View Investment Partners, LLC (Old Greenwich, Connecticut): new SEC registration, $128M AUM, Old Greenwich, CT. Its amount of 128 is below the median of 134 (46th percentile). Dated 293 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 128 · 46th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 31 related CT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cove View Investment Partners, LLC |
| Legal name | Cove View Investment Partners, LLC |
| CRD | 339631 |
| Status | Approved |
| Registered with the SEC | 2026-01-16 |
| Latest Form ADV filing | 2026-05-14 |
| Location | Old Greenwich, CT, United States |
| Regulatory AUM | $127,828,869 |
| Accounts | 2 |
| Employees | 3 |
| Website | https://coveviewinvestmentpartners.com |
| amount percentile | 46th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (32 CT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-16
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CT first): Point 41 Capital Partners, L.P. · N10° Wealth · Tourmalet Advisors, LP · August Wealth Advisors LLC · Fundsmith Partners Us LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cove View Investment Partners, LLC and 32 Connecticut peers
- Connecticut NewRiaPulse records like this one: 32
- Cove View Investment Partners, LLC's amount: 46th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Connecticut peer: $6,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $128M under management.
- Website on file.
What is the NewRiaPulse record for Cove View Investment Partners, LLC in Old Greenwich, Connecticut?
Cove View Investment Partners, LLC received SEC registration as an investment adviser (2026-01-16) with $127,828,869 in regulatory assets under management, based in Old Greenwich, CT.
How does Cove View Investment Partners, LLC compare to other Connecticut NewRiaPulse records?
Its amount of 128 is below the median (46th percentile); smaller records often move faster and face less competition. It is 293 days old; check the official source for later updates before acting.
Cove View Investment Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cove View Investment Partners, LLC | Old Greenwich, CT | 128 | 46th | 2026-01-16 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.