Asset manager · Atlanta, GA
Horse Cove Partners LLC
SEC-registered investment adviser · CRD 172389 · SEC 801-130046
At a glance
Horse Cove Partners LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $107 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is banking or thrift institutions, and it reports 34 individual clients. By Form ADV it is a asset manager, ranked 2,318th of 3,218 asset managers and 15,231st of 17,210 SEC-registered advisers by assets.
Main office 678-905-5723horsecovepartners.comAs filed on Form ADV
- Regulatory AUM
- $107M
- Rank among asset managers
- #2,318 of 3,218
- Rank among all SEC RIAs
- #15,231 of 17,210
- Rank in Georgia
- #308 of 331
- Individual clients
- 34
- High-net-worth clients
- 25
- Accounts
- 54
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 5
- Offices
- 4
Owners and executives on its Form ADV
- Jean W. JacksonChairman
- Jeremy M. DavisPresident
- Tiffany P. NgChiuHingNingChief Compliance Officer
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Cetera Investment Services as the broker-dealer its advisers are registered with.
Wes Jackson and Jeremy Davis are registered representatives of Cetera Investment Services, LLC, a securities broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 1 | $52M | 49% |
| Pension and profit sharing plans | 2 | $28M | 26% |
| High-net-worth individuals | 25 | $24M | 22% |
| Individuals | 9 | $2M | 1% |
| Corporations or other businesses | 3 | $1M | <1% |
Disciplinary disclosures
Horse Cove Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗horsecovepartners.com ↗
AtlasMembers
The full record on Horse Cove Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 570 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Horse Cove Partners LLC manage?
Horse Cove Partners LLC reports $107 million in regulatory assets under management across 54 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Horse Cove Partners LLC?
Horse Cove Partners LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Horse Cove Partners LLC’s clients?
By assets, its largest client types are banking or thrift institutions ($52 million, 1 clients); pension and profit sharing plans ($28 million, 2 clients); high-net-worth individuals ($24 million, 25 clients).
Does Horse Cove Partners LLC have any disciplinary history?
Horse Cove Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Horse Cove Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →