Hatch Cove Capital, Llc
- Regulatory AUM
- $292M
- Discretionary
- $292M
- Clients
- 3
- Avg AUM / client
- $97.2M
- Accounts
- 3
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 2 | $195M | 66.8% |
| Other investment advisers | 1 | $96.9M | 33.2% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrews, Ben | Portfolio Manager | Oct 2022 (4y) | Less than 5% | |
| Lazar, Jeffrey, P | Chief Compliance Officer / Chief Operating Officer | Oct 2022 (4y) | Less than 5% | |
| Olson, Christopher, J | Chief Investment Officer / Managing Member | Oct 2022 (4y) | 75% or more |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 903 KB | 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
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $203M (70% of AUM) Mar 2026
- U.S. Bank $88.5M (30% of AUM) Mar 2026
- BNY Mellon $30.0M (40% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗