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Sandy Cove Advisors, LLC

● SEC registered since 2016CRD 152482SEC# 801-107724Hingham, MA
Export (members)
Reg. AUM
$684.9M
Employees
8
Accounts
1,057
Location
Hingham, MA

Sandy Cove Advisors, LLC assets under management

Sandy Cove Advisors, LLC operates as an SEC-registered investment adviser based in Hingham, MA. The firm has been registered since 2016. It reports $684.9 million in regulatory assets under management and employs 8 people.

Sandy Cove Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Deirdre Reilly Prescott ControlManaging MemberOver 75%2009
Katherine Saltonstall ControlChief Investment/Chief Compliance Officer10-25%2019

Frequently asked questions

How much does Sandy Cove Advisors, LLC manage?

Sandy Cove Advisors, LLC reports $684.9 million in regulatory assets under management on its Form ADV.

How many employees does Sandy Cove Advisors, LLC have?

Sandy Cove Advisors, LLC reports 8 employees.

Where is Sandy Cove Advisors, LLC located?

Sandy Cove Advisors, LLC is based in Hingham, MA and has been SEC-registered since 2016.

Does Sandy Cove Advisors, LLC disclose fund performance?

Sandy Cove Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address37 Derby Street, Suite 5, Hingham, MA 02043
Phone617-622-1500
Fax617-979-8727
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$684.9M▲ 18%
Feb '25 — $581.7MMar '25 — $581.7MApr '25 — $581.7MMay '25 — $581.7MJun '25 — $581.7MJul '25 — $581.7MAug '25 — $581.7MSep '25 — $581.7MOct '25 — $581.7MNov '25 — $581.7MDec '25 — $581.7MJan '26 — $581.7MFeb '26 — $581.7MMar '26 — $684.9MApr '26 — $684.9MMay '26 — $684.9MJun '26 — $684.9M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$684.9Mregulatory AUM
Discretionary $654.8MNon-discretionary $30.1M