SourcingSourcing

HATCH COVE CAPITAL, LLC

C44
CRD 324472·SEC 801-127530
AUM
$291.5M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$875K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HATCH COVE CAPITAL, LLC
CRD
324472
SEC file #
801-127530
EIN
921377188
DBA names
—

Economics

AUM
$291.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.4M → $291.5M▲ +133%
Client mix
State Or Municipal Govt2
Other Investment Advisers1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OLSON, CHRISTOPHER, J
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
OLSON, CHRISTOPHER, J
ANDREWS, BEN
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
HATCHCOVECAPITALLLC.COM
Rdap Domain Creation Date
2024-06-18T08:10:04Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Register SPA

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002049307
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001420506-26-000681

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Window
Northern Trust1
U.s. Bank1
Full
E*trade4
Northern Trust3
U.s. Bank2
Edgar Addresses
Mailing
2057 NORTH CLIFTON AVENUECHICAGO, IL 60614
Business
2057 NORTH CLIFTON AVENUECHICAGO, IL 60614
Edgar EIN
921377188
Edgar Recent Filings
13F-HR2026-04-15 · 0001420506-26-000681
13F-HR2026-02-13 · 0001420506-26-000337
Firm Has Custody
No
Rdap Domain Expiration Date
2027-06-18T08:10:04Z
Rdap Domain Last Changed
2026-04-29T11:10:08Z
Rdap Nameservers
Ns0.lcn.comNs1.lcn.comNs2.lcn.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5777372
Trust Company Affiliate
No

People (3)

3
OLSON, CHRISTOPHER, J
Direct Owner · 87.5%
5777372
ANDREWS, BEN
Executive Officer · 2.5%
2799200
LAZAR, JEFFREY, P
Executive Officer · 2.5%
1413895