Multi-Family OfficeRIA · CRD 152482SEC-Registered

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Sandy Cove Advisors

Deirdre Prescott launched Sandy Cove Advisors in 2010. Her prior experience in financial services supplies the disclosed wealth origin. The firm functions as a...

Sandy Cove Advisors logo

Sandy Cove Advisors

Deirdre Prescott launched Sandy Cove Advisors in 2010. Her prior experience in financial services supplies the disclosed wealth origin. The firm functions as a multi-family office that coordinates investment consulting, tax planning, and family office services for clients across Massachusetts and Florida. Asset allocation spans public equities, fixed income, commodities, oil and gas exposure, and a spot Bitcoin ETF position. The firm executes direct holdings and opportunistic allocations across asset classes rather than committing exclusively through external funds. Geographic reach centers on North America with offices supporting clients in New England and Florida. No named external co-investors or specific portfolio companies beyond the ETF and commodity exposures appear in available records. The team includes Chief Investment Officer Robert Reilly. Deirdre Prescott maintains board roles with NVNA and Hospice and Friends of Holly Hill Farm. An additional office operates at 3801 PGA Boulevard in Palm Beach Gardens. No dated operational events from the last 24 months are recorded. The firm maintains Sandy Cove Cares as a philanthropic vehicle. Governance ties investment decisions to the founder and CIO without disclosed external limited partner structures or club memberships beyond the Boston Estate Planning Council.

General information

Firm type

Multi Family Office

Year founded

2010

Location

Region

North America

Country

United States

City

Hingham

Corporate office

Hingham, MA, United States

Additional offices

Palm Beach Gardens, FL, United States

Principals

Deirdre Prescott

Founder and President

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

AgriTech & FoodTechDigital HealthFinTechHealthcare ServicesIndustrial Tech

Frequently asked questions

Who runs investment decisions at Sandy Cove Advisors?

Robert Reilly serves as Chief Investment Officer. Deirdre Prescott, the founder, oversees overall strategy and client relationships.

Does Sandy Cove Advisors participate in fund commitments or only direct deals?

The firm allocates across asset classes through direct holdings that include a spot Bitcoin ETF, oil and gas, and commodities.

Where does the underlying wealth come from?

Wealth origin traces to Deirdre Prescott's career in financial services.

Does Sandy Cove Advisors maintain philanthropic structures?

Sandy Cove Cares operates as the firm's philanthropic vehicle. Deirdre Prescott also serves on boards of NVNA and Hospice and Friends of Holly Hill Farm.

What is Sandy Cove Advisors' geographic footprint?

The firm maintains its headquarters in Hingham, Massachusetts and an office in Palm Beach Gardens, Florida.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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