AdvisorCensus / Financial advisors / Georgia / Atlanta / Horse Cove Partners LLC
Horse Cove Partners LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Horse Cove Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Horse Cove Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Horse Cove Partners LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Horse Cove Partners LLC located?
Horse Cove Partners LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Horse Cove Partners LLC registered with the SEC or a state?
Horse Cove Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 172389.
How much does Horse Cove Partners LLC manage?
Horse Cove Partners LLC reports $106,620,611 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Horse Cove Partners LLC's assets and staff changed since 2024?
In the Form ADV data for Horse Cove Partners LLC: Regulatory assets under management: $101,992,666 in the October 2024 data and $106,620,611 in the October 2026 data, up 5%. Total employees: 7 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Horse Cove Partners LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (9); corporations or other businesses not listed above (3).
Which custodians does Horse Cove Partners LLC use?
Horse Cove Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does Horse Cove 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/172389
Does Horse Cove Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is also a minimum investment of $25,000 to become Separately Managed Account client of Horse Cove. This can minimum may be waived at Horse Cove’s discretion."
What changed in Horse Cove Partners LLC's recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2.5% of assets a year (the maximum the brochure states)
The brochure's wording
Horse Cove receives a management fee of no more than 2.5% per annum.
Horse Cove reserves the right to negotiate fees with clients and charge a higher or lower fee than the fees described below.
Account minimum: $25,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is also a minimum investment of $25,000 to become Separately Managed Account client of Horse Cove. This can minimum may be waived at Horse Cove’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$106,620,611 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 9. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the April 2026 filing
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $106,620,611 | 9 | March 31, 2026 |
| October 2025 | $101,564,415 | 9 | July 30, 2025 |
| October 2024 | $101,992,666 | 7 | May 15, 2024 |
Regulatory assets under management: $101,992,666 in the October 2024 data and $106,620,611 in the October 2026 data, up 5%.
Total employees: 7 in October 2024 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in NJ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Horse Cove Partners LLC (CRD 172389): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/horse-cove-partners-llc-atlanta-ga-172389