# Cove View Investment Partners, LLC

> Cove View Investment Partners, LLC is an SEC-registered investment advisory firm in Old Greenwich, CT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 339631
- Filed as: COVE VIEW INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Old Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339631
- AdvisorCensus page: https://advisorcensus.com/firm/cove-view-investment-partners-llc-old-greenwich-ct-339631

## Quick answers

**How is Cove View Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cove View Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Cove View Investment Partners, LLC located?**
Cove View Investment Partners, LLC's principal office is in Old Greenwich, CT, according to its Form ADV.

**Is Cove View Investment Partners, LLC registered with the SEC or a state?**
Cove View Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339631.

**How much does Cove View Investment Partners, LLC manage?**
Cove View Investment Partners, LLC reports $127,828,869 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does Cove View Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Cove View Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339631

**Does Cove View Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 14, 2026 says: "The Fund’s minimum investment amount is $1,000,000, subject to change or waiver in the sole discretion of the General Partner."

**What changed in Cove View Investment Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated May 14, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Fund’s minimum investment amount is $1,000,000, subject to change or waiver in the sole discretion of the General Partner.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $127,828,869
- Discretionary: $127,828,869
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $127,828,869 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [coveviewinvestmentpartners.com](https://coveviewinvestmentpartners.com)
- [coveviewpartners.com](https://coveviewpartners.com)

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 1 to 2.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cove View Investment Partners, LLC (CRD 339631): Form ADV filing data as of October 2026.