Horse Cove Partners Llc
- Regulatory AUM
- $107M
- Discretionary
- $107M
- Clients
- 40
- Avg AUM / client
- $2.7M
- Accounts
- 54
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $1.6M | 1.5% |
| High net worth individuals | 25 | $23.8M | 22.3% |
| Banking or thrift institutions | 1 | $52.3M | 49.0% |
| Pension and profit sharing plans | 2 | $27.9M | 26.2% |
| Corporations and other businesses | 3 | $1.1M | 0.99% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jean Wesley Jackson | Chairman | May 2021 (5y) | ≈ 37.5% – 75% via Majestic Heigths Partners Llc | |
| Jeremy Michael Davis | President | CFP | May 2021 (5y) | ≈ 37.5% – 75% via Majestic Heigths Partners Llc |
| Fleming, Stacy, Graves | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Gregory Mathew Brennan | Registered representative | Oct 2016 (10y) | ||
| Tiffany Pascale Ng Chiu Hing Ning | Registered representative | Dec 2023 (3y) | ||
| Edward Joseph Cwalina | Registered representative | May 2024 (2y) | ||
| Danna Lee Raube | Registered representative | Jan 2026 (1y) | ||
| David Robert Whaley | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Majestic Heigths Partners Llc | Owner | May 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jean Wesley Jackson: 50% – 75% of Majestic Heigths Partners Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Jeremy Michael Davis: 50% – 75% of Majestic Heigths Partners Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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) | 03/31/2026 | 1.16 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $107M (100% of AUM) Mar 2026
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗