# Hatch Cove Capital, LLC

> Hatch Cove Capital, LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 324472
- Filed as: HATCH COVE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324472
- AdvisorCensus page: https://advisorcensus.com/firm/hatch-cove-capital-llc-324472

## Quick answers

**How is Hatch Cove Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hatch Cove Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Hatch Cove Capital, LLC registered with the SEC or a state?**
Hatch Cove Capital, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324472.

**How much does Hatch Cove Capital, LLC manage?**
Hatch Cove Capital, LLC reports $291,516,279 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Hatch Cove Capital, LLC's assets and staff changed since 2023?**
In the Form ADV data for Hatch Cove Capital, LLC: Regulatory assets under management: $43,000,000 in the October 2023 data and $291,516,279 in the October 2026 data, up 578%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hatch Cove Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (2); other investment advisers (1).

**Which custodians does Hatch Cove Capital, LLC use?**
Hatch Cove Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust Company and U.S, Bank National Association as custodians holding 10% or more of its separately managed account assets.

**Does Hatch Cove Capital, 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/324472

**Does Hatch Cove Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "The Advisor’s minimum investment size is $25 million for any SMA. However, Hatch Cove may, to the extent permitted under applicable law, reduce the minimum account size requirement at its sole discretion."

**What changed in Hatch Cove Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $125,356,462 to $291,516,279 (+133%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

> The Advisor’s minimum investment size is $25 million for any SMA. However, Hatch Cove may, to the extent permitted under applicable law, reduce the minimum account size requirement at its sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust Company
- U.S, Bank National Association

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $291,516,279
- Discretionary: $291,516,279
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | 2 | $194,662,022 |
| Other investment advisers | 1 | $96,854,257 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hatchcovecapitalllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $43,000,000 | 3 | July 24, 2023 |
| October 2024 | $75,510,900 | 3 | March 15, 2024 |
| October 2025 | $125,356,462 | 3 | March 27, 2025 |
| October 2026 | $291,516,279 | 4 | March 3, 2026 |

Regulatory assets under management: $43,000,000 in the October 2023 data and $291,516,279 in the October 2026 data, up 578%.
Total employees: 3 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $125,356,462 to $291,516,279 (+133%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hatch Cove Capital, LLC (CRD 324472): Form ADV filing data as of October 2026.