HERMOSA BEACH, CACRD 156260Latest ADV March 31, 2026
Cove Street Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hermosa Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $94M in regulatory assets under management, 2 employees, and 18 accounts.
Assets Under Management
$94M
Employees
2
Offices
--
Total Clients
18
Primary office
HERMOSA BEACH, CA
205 PIER AVENUE, SUITE 101, HERMOSA BEACH, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
10
2
Corporations
22.2%
4
3
Individuals
16.7%
3
4
Pooled Investment Vehicles
5.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of March 31, 2026
Discretionary100.0%
$94M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$94M
Total Accounts18
10Y AUM Change$-1.0B (-91.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee9:1
10Y Employee Change-9 (-81.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.