Middlecove Capital, LLC is an adviser based in Centerbrook. It manages $63.33 million of regulatory assets for 333 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Connecticut, New Hampshire, and Texas.
Middlecove Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Middlecove Capital, LLC is $63.33 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Middlecove Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Noah Lauren Myers has served as the Chief Investment Officer since 1 Feb 2008. Paul Gordon Holland joined the executive team most recently as the Chief Compliance Officer.
The principal office where Middlecove Capital, LLC performs its advisory services is located at 65 Main Street, Centerbrook, CT 06409, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-767-2591. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.middlecovecapital.com.