Middlecove Capital, LLC (Centerbrook)

Name: Middlecove Capital, LLC
Address: 65 Main Street, Centerbrook, CT, 06409
Telephone: 860-767-2591

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.

Middlecove Capital: assets under management

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 firm manages $59.89 million in discretionary accounts and $3.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $182.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $687.37 thousand.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Middlecove Capital, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robbin D Myers	Founder/chief compliance officer	1 Sep 2007	75% - 100%	5442948
Noah Lauren Myers	Principal/chief compliance officer/chief investment officer	1 Feb 2008	Other	2387620
Paul Gordon Holland	Chief compliance officer	1 Mar 2009	Other	1862520

Based in Centerbrook

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.