This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$1.1BItem 5.F on the latest filing (2021-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

Custody, client assets

$999M

SEC number

801-107425

CRD

282709

Filings on the tape

8

First filed

Mar 8, 2016

Latest filed

Mar 26, 2021

Organised

Limited Liability Company, Delaware

• Occurred

  Mar 20, 2019
  Regulatory AUM changed

  Cove Property Group Llc reported RAUM $887.0M, up 52% from $582.0M (2018-03-08 to 2019-03-20)

  Form ADVobserved 6 days ago
  $305M
• Occurred

  Mar 8, 2016
  First Form ADV filing

  Cove Property Group Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:14b0e038-4ca6-e222-34b9-8fd3039c61d6

First observed

Mar 8, 2016

Last observed

Mar 26, 2021 66 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.