Cove Hill Partners, L.P.
- Regulatory AUM
- $5.4B
- Discretionary
- $5.4B
- Clients
- 11
- Avg AUM / client
- $487M
- Accounts
- 11
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $5.4B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cove Hill Partners Fund I, L.P. master | Private Equity Fund | Delaware | $1.7B | 96 |
| Cove Hill Partners Fund Ii, L.P. master | Private Equity Fund | Delaware | $973M | 93 |
| Cove Hill Partners Fund Ii B, L.P. | Private Equity Fund | Massachusetts | $356M | 15 |
| Chp Strategic Partners, Llc | Private Equity Fund | Delaware | $32.2M | 21 |
| Chp Strategic Partners Ii, Llc | Private Equity Fund | Delaware | $22.6M | 23 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Balson, Andrew, Brett | Managing Partner | Jan 2017 (10y) | 75% or more | |
| Moskowitz, Lara, Fox | Chief Operating Officer | Feb 2017 (10y) | Less than 5% | |
| Roberts, Justin, Erwick | Managing Director | Feb 2017 (10y) | Less than 5% | |
| Power, Keith, Edward | Chief Financial Officer | Jun 2017 (9y) | Less than 5% | |
| Kaplan, Zachary, James | Managing Director | Feb 2018 (9y) | Less than 5% | |
| Katz, David, Eric | Chief Compliance Officer And General Counsel | May 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cove Hill Partners Management, Llc | General Partner | Jan 2017 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $3.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cove Hill Partners Fund I, L.P. | Private Equity Fund | $1.7B | $20.0M | 96 |
| Cove Hill Partners Fund Ii, L.P. | Private Equity Fund | $973M | $20.0M | 93 |
| Cove Hill Partners Fund Ii B, L.P. | Private Equity Fund | $356M | $20.0M | 15 |
| Chp Strategic Partners, Llc | Private Equity Fund | $32.2M | $0 | 21 |
| Chp Strategic Partners Ii, Llc | Private Equity Fund | $22.6M | $0 | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗