9AT: COVALENT PARTNERS LLC - Summary

COVALENT PARTNERS LLC

other names

Covalent Partners LLC is a financial services company based out of 930 Winter Street, Waltham, Massachusetts, United States.

Revenue	$11.0 m
Headquarters	930 Winter Street, Waltham, 02451, Massachusetts, US

Adviser Profile

As of Date	03/26/2024
Adviser Type - Large advisory firm
Number of Employees	4
of those in investment advisory functions	4
Registration	SEC, Approved, 05/08/2006

AUM^*	133,639,674 42.55%
of that, discretionary	133,639,674 42.55%
Private Fund GAV^*	133,639,674
Avg Account Size	33,409,919 42.55%
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

Discretionary

Non-discretionary

1B 874M 729M 583M 437M 291M 146M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

GAV Count

Employees

Private Funds Structure

Fund Type	Count	GAV
Fund TypeHedge Fund	Count4	GAV$133,639,674

Pie Radar

GAV Count

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Brochure Summary