SourcingSourcing

COVE VIEW INVESTMENT PARTNERS, LLC

C38
CRD 339631·SEC 801-134967·OLD GREENWICH, CT
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COVE VIEW INVESTMENT PARTNERS, LLC
CRD
339631
SEC file #
801-134967
EIN
000000000
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
OLD GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
11/25/2025
ADV-W filed at
—
Website
coveviewinvestmentpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRIEDMAN, DOUGLAS, JEREMY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FRIEDMAN, DOUGLAS, JEREMY
GIANCARLI, FRANK, S
Solo Advisor Indicator
Yes
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
COVEVIEWINVESTMENTPARTNERS.COM
Rdap Domain Creation Date
2025-05-16T18:26:18Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002069919
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-01-14
Edgar Last Filing Date
2026-01-14
Edgar Form D Count
1
Edgar Form D Offerings
2026-01-142026-01-14 · 0000919574-26-000326

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6388
Soi Zip Pct 200k Plus
0.4896
Soi Zip Returns 200k Plus
1,640
Soi Zip Total AGI
2,736,559
Fdic Zip Total Deposits
7,298,320,000
Fdic Zip Branch Count
90
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
Morgan Stanley6
E*trade4
Edgar Addresses
Mailing
13 ARCADIA ROAD, SUITE 5SOLD GREENWICH, CT 06870
Business
13 ARCADIA ROAD, SUITE 5SOLD GREENWICH, CT 06870
Edgar EIN
000000000
Edgar Recent Filings
D2026-01-14 · 0000919574-26-000326
Fdic Zip Branches Raw
Fleet Bank, National AssociationOld Greenwich, CT
The Chase Manhattan Bank of Connecticut, National AssociationOld Greenwich, CT
Fdic Zip HHI
1987.46
Fdic Zip Top Bank Share Pct
37.13
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-16T18:26:18Z
Rdap Domain Last Changed
2025-05-16T18:26:19Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,189
Returns570
Stub 2
AGI9,717
Returns260
Stub 3
AGI12,537
Returns200
Soi Zip Total Business Income
69,948
Soi Zip Total Cap Gains
958,689
Soi Zip Total Dividends
170,074
Soi Zip Total Returns
3,350
Top Owner CRD
5675131
Trust Company Affiliate
No

People (3)

3
FRIEDMAN, DOUGLAS, JEREMY
Direct Owner · 87.5%
5675131
GIANCARLI, FRANK, S
Executive Officer · 2.5%
5168567
MERRINS, BRIAN, KONNERTH
Executive Officer · 2.5%
5121361