# COVE PRIVATE WEALTH, LLC

COVE PRIVATE WEALTH, LLC of OYSTER BAY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 316866
- Type: SEC-registered investment adviser
- SEC file number: 801-122756
- Location: 44 YELLOW COTE RD., OYSTER BAY, NY, 11771
- Phone: 516-588-1123
- Latest filing: 2026-02-25
- Regulatory AUM: $455.5M
- Discretionary AUM: $455.5M
- Clients: 2
- Accounts: 95

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Carmelo Capezza | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Jeffrey John Whalen | OWNER | — |
| HAMELIN ANDREW WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| CAPEZZA JOSEPH | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CAPEZZA JOSEPH CARMELO | CHIEF COMPLIANCE OFFICER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316866/similar
- Related entities: https://search.stillhousedata.com/firm/316866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.