COVE STREET CAPITAL, LLC

525 South Douglas Street
Suite 225
El Segundo, California 90245
Tel: 424-221-5897

About COVE STREET CAPITAL, LLC

COVE STREET CAPITAL, LLC, formally registered with the SEC as COVE STREET CAPITAL, LLC. The firm was established in 03/23/2011. They have over 1 offices throughout the country.

COVE STREET CAPITAL, LLC is a El Segundo, California based Financial Planning firm with nearly $363,989,681 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156260
SEC#	801-72231
Assets Managed by Firm	$363,989,681
No. of Clients	66
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	66	$363,989,681
Individuals (other than high net worth individuals)	40	$29,285,296
High net worth individuals	9	$18,596,597
Pension and profit sharing plans	Fewer than 5 clients	$119,752,978
Charitable organizations	4	$15,255,888
Corporations or other businesses	5	$47,970,002

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