← Tributary

COVE VIEW INVESTMENT PARTNERS, LLC

OLD GREENWICH, CT · CRD 339631 · IAPD ↗ · coveviewinvestmentpartners.com · (516) 456-4468

$127.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
June 2026 — COVE VIEW INVESTMENT PARTNERS, LLC now reports custody of client assets ($255.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
June 2026 — COVE VIEW INVESTMENT PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
June 2026 — COVE VIEW INVESTMENT PARTNERS, LLC now reports 1 private fund(s) ($127.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2026 — COVE VIEW INVESTMENT PARTNERS, LLC (OLD GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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