Cove Street Capital is an investment advisory firm founded in 2011 and headquartered in Hermosa Beach, California. Led by Jeffrey Bronchick, the firm specializes in research-driven, concentrated, value-based investment strategies across various market capitalizations, with a particular focus on small-cap and micro-cap value stocks. Cove Street Capital builds customized portfolios for individuals, high-net-worth clients, institutions, and family offices, managing investments on a discretionary basis while accommodating reasonable client restrictions. In addition to separately managed accounts, the firm manages a private investment fund through an affiliated entity. Cove Street Capital's investment philosophy emphasizes fundamental bottom-up research, intrinsic value assessment, and long-term ownership perspectives to protect and grow client capital.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual portfolio management fees generally range from 0.40% to 1.25% of assets managed. Fees are negotiable based on client circumstances, account size, and portfolio complexity.