SourcingSourcing

COVE HILL PARTNERS, L.P.

C22
CRD 288684·SEC 801-110748·BOSTON, MA
AUM
$5.36B
$1B+
Est. Revenue
$53.6M
@ 1% on AUM
Est. EBITDA
$16.1M
@ 30% margin
Est. Deal Value
$128.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COVE HILL PARTNERS, L.P.
CRD
288684
SEC file #
801-110748
EIN
—
DBA names
—

Economics

AUM
$5.36B
AUM band
$1B+
AUM trajectory
'20'26
$1.05B → $5.36B▲ +411%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
46
Advisory staff (per ADV)
31
Advisory staff (5-yr trend)
'20'26
15 advisors → 31 advisors▲ +107%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
covehillpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BALSON, ANDREW, BRETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BALSON, ANDREW, BRETT
COVE HILL PARTNERS MANAGEMENT,
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COVEHILLPARTNERS.COM
Rdap Domain Creation Date
2016-12-08T16:32:08Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan16
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-08T16:32:08Z
Rdap Domain Last Changed
2025-11-10T20:46:24Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1526671
Trust Company Affiliate
No

People (5)

5
BALSON, ANDREW, BRETT
Direct Owner · 87.5%
1526671
MOSKOWITZ, LARA, FOX
Executive Officer · 2.5%
5400983
POWER, KEITH, EDWARD
Executive Officer · 2.5%
6802877
ROBERTS, JUSTIN, ERWICK
Executive Officer · 2.5%
5020491
Katz, David, Eric
Executive Officer · 2.5%
7114074