AdvisorRanked
95
Clean

COVE HILL PARTNERS, L.P.

888 BOYLSTON STREET, BOSTON, MA 2199
Fiduciaryfee-onlySEC Registered
857-245-6060 HTTPS://WWW.COVEHILLPARTNERS.COM CRD #288684
$5.4B
Assets Managed
31
Clients
46
Employees
9
Years Active
since 2017

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 9 years.

Firm Details

Legal NameCOVE HILL PARTNERS, L.P.
CRD Number#288684
SEC RegisteredYes
Registration Date2017-07-03
States RegisteredMA
Assets Under Management$5.4B
Number of Clients31
Employees46
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is COVE HILL PARTNERS, L.P. a fiduciary?

Yes. COVE HILL PARTNERS, L.P. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does COVE HILL PARTNERS, L.P. charge clients?

COVE HILL PARTNERS, L.P. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does COVE HILL PARTNERS, L.P. have any complaints?

No. COVE HILL PARTNERS, L.P. has zero complaints or disciplinary actions on file with the SEC or FINRA across 9 years of operation.

How does COVE HILL PARTNERS, L.P. compare to other advisors in BOSTON?

COVE HILL PARTNERS, L.P. has a Red Flag Score of 95/100. There are 339 registered advisory firms in BOSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.