COVALENT PARTNERS LLC

other names
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Adviser Profile
As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
Registration SEC, Approved, 05/08/2006
AUM* 120,997,818 29.07%
of that, discretionary 120,997,818 29.07%
Private Fund GAV* 120,997,818 -9.46%
Avg Account Size 30,249,455 29.07%
SMA’s No
Private Funds 4 3
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 874M 729M 583M 437M 291M 146M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$120,997,818

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Brochure Summary