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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

HORSE COVE PARTNERS LLC

CRD 172389

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0d97b36-802b-1570-13b5-42c32a5d5c62

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 6
On other graphs: 0
Observed: Mar 29, 2016 to Mar 31, 2026
23 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.24 fund_share=0.0 institutional_share=0.26 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $107MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $25.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 24%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $17.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 54
Individual clients: 9
High net worth clients: 25
SEC number: 801-130046
CRD: 172389
Filings on the tape: 23
First filed: Mar 29, 2016
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, GA
Website: horsecovepartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Gregory Mathew Brennan	n/a	ATLANTA, GA	9	26	2	no
Tiffany Pascale NgChiuHingNing	n/a	ATLANTA, GA	2	11	n/a	no
Edward Joseph Cwalina	n/a	Center Valley, PA	2	41	8	no
DANNA LEE RAUBE	n/a	ATLANTA, GA \| Franklin, TN	0	19	2	no
David Robert Whaley	n/a	Nolensville, TN	0	13	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FISCO APPRECIATION PLUS FUND, L.P.	Hedge Fund	$2.5M	Apr 20, 2016	4	Mar 29, 2016	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIS, JEREMY, MICHAEL	Member	D	yes	05/2021	Mar 27, 2024	May 15, 2024
DAVIS, JEREMY, MICHAEL	President	Na	yes	05/2021	Mar 27, 2024	May 15, 2024
JACKSON, JEAN, WESLEY	Member	D	yes	05/2021	Mar 27, 2024	May 15, 2024
JACKSON, JEAN, WESLEY	Chairman	Na	yes	05/2021	Mar 27, 2024	May 15, 2024
MAJESTIC HEIGTHS PARTNERS LLC	Owner	E	yes	05/2021	Mar 27, 2024	May 15, 2024
FLEMING, STACY, GRAVES	CHIEF COMPLIANCE OFFICER	Na	no	02/2024	Mar 27, 2024	May 15, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	1	no
CENTER VALLEY	Pa	United States	1	no
Nolensville	Tn	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$107M	$107M	9	5	3	n/a	n/a
2024	Mar 24, 2025	$102M	$102M	9	5	3	n/a	n/a
2019	Mar 28, 2020	$82.6M	$82.6M	5	4	0	n/a	n/a
2018	Mar 7, 2019	$105M	$105M	7	3	0	n/a	n/a
2017	Mar 28, 2018	$142M	$142M	7	3	0	n/a	n/a
2016	Mar 1, 2017	$42.5M	$42.5M	6	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$107M	$102M	5.0%	n/a	n/a	9	9	3	3

Relationships

Registered with (8)

← DANNA LEE RAUBEAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← David Robert WhaleyAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Edward Joseph CwalinaAdvisorregistration: previous registration
Sep 11, 2020 to Feb 1, 2021factForm ADV
← JEAN WESLEY JACKSONAdvisorregistration: previous registration
Sep 4, 2020 to Nov 30, 2020factForm ADV
← Tiffany Pascale NgChiuHingNingAdvisorregistration: current employment
Dec 21, 2023 to presentfactForm ADV
← Gregory Mathew BrennanAdvisorregistration: current employment
Oct 18, 2016 to presentfactForm ADV
← JEREMY MICHAEL DAVISAdvisorregistration: previous registration
Apr 17, 2024 to Jun 30, 2026factForm ADV
← Gregory E HydeAdvisorregistration: previous registration
Nov 30, 2015 to Jul 13, 2016factForm ADV

Controls (3)

← JACKSON, JEAN, WESLEYOwnerMEMBER, ownership code D, individual
Mar 27, 2024 to May 15, 2024factForm ADV
← DAVIS, JEREMY, MICHAELOwnerMEMBER, ownership code D, individual
Mar 27, 2024 to May 15, 2024factForm ADV
← MAJESTIC HEIGTHS PARTNERS LLCOwnerOWNER, ownership code E, domestic entity
Mar 27, 2024 to May 15, 2024factForm ADV

Owns (1)

← FLEMING, STACY, GRAVESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2024 to May 15, 2024factForm ADV

Advises (1)

→ FISCO APPRECIATION PLUS FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2016 to Apr 20, 2016factForm ADV

Dated events

Occurred
Jun 30, 2026
Advisor departed, no destination yet
Jeremy Michael Davis no longer registered at Horse Cove Partners Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person joined
Wesley Jean Jackson (Chairman) appeared on Schedule A of Horse Cove Partners Llc
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person joined
Michael Jeremy Davis (President) appeared on Schedule A of Horse Cove Partners Llc
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person left
Trent Samuel Dekinder (Managing Member) no longer on Schedule A of Horse Cove Partners Llc (listed 2020-06-26, absent 2024-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person left
Vern Kevin Ellis (Managing Member) no longer on Schedule A of Horse Cove Partners Llc (listed 2020-06-26, absent 2024-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2016
First Form ADV filing
Horse Cove Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0d97b36-802b-1570-13b5-42c32a5d5c62
First observed: Mar 29, 2016
Last observed: Mar 31, 2026 5 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.

HORSE COVE PARTNERS LLC

CRD 172389

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0d97b36-802b-1570-13b5-42c32a5d5c62

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Gregory Mathew Brennan

n/a

ATLANTA, GA

Tiffany Pascale NgChiuHingNing

n/a

ATLANTA, GA

n/a

Edward Joseph Cwalina

n/a

Center Valley, PA

DANNA LEE RAUBE

n/a

ATLANTA, GA | Franklin, TN

David Robert Whaley

n/a

Nolensville, TN

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FISCO APPRECIATION PLUS FUND, L.P.

Hedge Fund

$2.5M

Apr 20, 2016

Mar 29, 2016

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIS, JEREMY, MICHAEL

Member

yes

05/2021

Mar 27, 2024

May 15, 2024

DAVIS, JEREMY, MICHAEL

President

yes

05/2021

Mar 27, 2024

May 15, 2024

JACKSON, JEAN, WESLEY

Member

yes

05/2021

Mar 27, 2024

May 15, 2024

JACKSON, JEAN, WESLEY

Chairman

yes

05/2021

Mar 27, 2024

May 15, 2024

MAJESTIC HEIGTHS PARTNERS LLC

Owner

yes

05/2021

Mar 27, 2024

May 15, 2024

FLEMING, STACY, GRAVES

CHIEF COMPLIANCE OFFICER

02/2024

Mar 27, 2024

May 15, 2024

City

State

Country

Employees

Also broker-dealer

Naples

United States

CENTER VALLEY

United States

Nolensville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$107M

n/a

2024

Mar 24, 2025

$102M

n/a

2019

Mar 28, 2020

$82.6M

n/a

2018

Mar 7, 2019

$105M

n/a

2017

Mar 28, 2018

$142M

n/a

2016

Mar 1, 2017

$42.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$107M

$102M

5.0%

n/a