Maiden Cove Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Maiden Cove Capital reports 52 clients. They include 46 high-net-worth individuals and 6 pension and profit-sharing plans. Of its assets, 97.9% ($151M across 161 accounts) are managed with discretion; $3.16M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 88% | 79% |
| Pension and profit-sharing plans | 12% | 15% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.01M | 0.7% | — |
| High-net-worth individuals | 46 | $122M | 79.2% | $2.65M |
| Pension and profit-sharing plans | 6 | $23.3M | 15.1% | $3.88M |
| Charitable organizations | Fewer than 5 | $2.06M | 1.3% | — |
| Corporations and other businesses | Fewer than 5 | $5.59M | 3.6% | — |
| Total | 52 | $154M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.01M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- 46
- Regulatory AUM
- $122M
- AUM share
- 79.2%
- Avg. per client
- $2.65M
- Clients
- 6
- Regulatory AUM
- $23.3M
- AUM share
- 15.1%
- Avg. per client
- $3.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.06M
- AUM share
- 1.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.59M
- AUM share
- 3.6%
- Avg. per client
- —
Total
- Clients
- 52
- Regulatory AUM
- $154M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Maiden Cove Capital charges up to 1.50% a year for its Asset Management Fees. The fee is billed in advance or in arrears, is negotiable, has a $3,500 annual minimum and requires an account of at least $1,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Billed hourly at $550, or as a fixed fee of up to $15,000 per plan, negotiated in advance.
- Retirement Plan Consulting
- Plan sponsor consulting fee of up to 0.55% a year of plan assets, negotiable, billed monthly or quarterly in arrears, with any agreed minimum or maximum quarterly fee.
Damien Saccani owns 75% or more of Maiden Cove Capital. The leadership team of Maiden Cove Capital includes President Damien Saccani. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Maiden Cove Capital, LLC
Damien Saccani
Control person · since May 2020
Maiden Cove Capital’s regulatory assets grew from $110M (June 2024) to $154M (March 2026); clients rose from 49 to 52 and employees from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $154M | 52 | 3 | 3 |
| Apr 2025April 2025 | $122M | 49 | 2 | 1 |
| Jun 2024June 2024 | $110M | 49 | 1 | 1 |
Besides its headquarters, Maiden Cove Capital has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Florida · 1 listed address
- 2505 W Morrison Ave, Tampa
Maine · 1 listed address
- 81 Bridge Street, YarmouthHQ
Contact and registration details
- Legal name
- Maiden Cove Capital, LLC
- Headquarters
- 81 Bridge Street, Yarmouth, ME 04096
- Website
- maidencove.com
- Phone
- 207-482-3840
- @maiden-cove-capital
- SEC file
- 801-130421
- Structure
- Maine LLC
- Fiscal year end
- December
Maiden Cove Capital’s named custodians for separately managed accounts are Fidelity ($102M, 85%), Fidelity ($11.9M, 10%) and Charles Schwab ($6.54M, 5%). Maiden Cove Capital does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $102M85%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $6.54M5%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $11.9M10%
At year end, Maiden Cove Capital’s separately managed accounts were mostly in funds (54%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds54%
- Registered funds51%
- Pooled vehicles3%
- Bonds20%
- U.S. government and agency bonds19%
- State and local bonds1%
- Cash4%
How many clients does Maiden Cove Capital have?
Maiden Cove Capital has 52 clients and manages $154 million for them, as of March 2026. They include 46 high-net-worth individuals and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Maiden Cove Capital offer?
Maiden Cove Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Maiden Cove Capital charge?
Maiden Cove Capital charges up to 1.50% a year for its Asset Management Fees. The fee is billed in advance or in arrears, is negotiable, has a $3,500 annual minimum and requires an account of at least $1,000,000.
Which custodians does Maiden Cove Capital use?
Maiden Cove Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $102M, Fidelity Brokerage Services LLC (Smithfield, RI), with $11.9M and Charles Schwab & Co., Inc. (Westlake, TX), with $6.54M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Maiden Cove Capital have?
Maiden Cove Capital has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Maiden Cove Capital invest in?
At the end of its last fiscal year, Maiden Cove Capital’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 19% U.S. government and agency bonds, 4% cash and equivalents, 3% pooled vehicles (private funds and similar) and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Maiden Cove Capital have a minimum investment?
Yes, Maiden Cove Capital’s minimum account size for its Asset Management Fees is $1M. It charges a $3.5K annual minimum fee.
Who owns Maiden Cove Capital?
Maiden Cove Capital’s direct owner is Damien Saccani (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Maiden Cove Capital get paid?
Maiden Cove Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Maiden Cove Capital?
Maiden Cove Capital’s main office is at 81 Bridge Street, Yarmouth, ME 04096. Its phone number is 207-482-3840. Its website is maidencove.com.
