Cove Street Capital
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2682 of mapped providers
Assets under administration$10.3B0.0%Market share · rank #1168
Fees received$450,119Median $87,554/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Cove Street Capital plan look like?
Service mix · median fees per plan
Count of plans where Cove Street Capital ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 4 | $115,040 | |
Direct payment from the plan; Other feesCode 50 | 1 | $11,860 |
Competitor overlap
Percent of Cove Street Capital's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Cove Street Capital.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Cove Street Capital; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUNDMA · 516040899-001 | $5.1B | 45,727 | $184,769 | 10y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | $3.8B | 23,724 | $142,526 | 10y | - |
SAFEWAY INC.CA · 943019135-001 | $1.2B | 19,865 | $11,860 | 9y | - |
SMART & FINAL PENSION PLANCA · 954079584-002 | $169M | 3,875 | $87,554 | 10y | - |
PHIPPS HOUSESNY · 111187480-001 | $53M | 307 | $23,410 | 8y | - |
Flag exposure
80.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into Cove Street Capital.
- BMI IMAGING SYSTEMS, INC.
- BMJ CPA PLC
- BMK SOLUTIONS
- COVE STREET
- COVE STREET CAPITAL
- COVE STREET CAPITAL LLC
- COVE STREET CAPITAL, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Cove Street Capital's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Cove Street Capital. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Cove Street Capital's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| O'Reilly Grosso Gross & Jones PC | 2 | 40.0% |
| Virginia & Ambinder, LLP | 1 | 20.0% |