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COVE STREET CAPITAL, LLC

HERMOSA BEACH, CA · CRD 156260 · IAPD ↗ · covestreetcapital.com · 424-221-5897

$93.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — COVE STREET CAPITAL, LLC reported RAUM down 26% ($126.7M -> $93.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
July 2025 — COVE STREET CAPITAL, LLC moved its main office from EL SEGUNDO, CA to HERMOSA BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2025 — COVE STREET CAPITAL, LLC reported RAUM down 65% ($364.0M -> $126.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
November 2024 — COVE STREET CAPITAL, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.