COVALENT PARTNERS LLC

other names
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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, 5/8/2006
AUM* 133,639,674 42.55%
of that, discretionary 133,639,674 42.55%
Private Fund GAV* 133,639,674 42.55%
Avg Account Size 33,409,919 42.55%
SMA’s No
Private Funds 1
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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$133,639,674

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Brochure Summary

Overview

Covalent Partners LLC ("Covalent" or "Adviser") is a Massachusetts Limited Liability company established under the laws of the State of Delaware. Covalent was established in 2005 and has been advising its clients since 2006. Covalent’s managing members and owners are Robert Hockett, William Benjes, and Brett Lamonda. Covalent provides investment advice to pooled investment vehicles (herein referred to as "Fund", "Funds", "Client" or "Clients") that are not registered investment companies under the Investment
Company Act of 1940, as amended (the “IC Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). Covalent provides investment advice directly to the Funds and not to the Funds’ individual investors. The types of investors and investments in these Funds are described in Items 7 and 8 below. As of January 31, 2024, Covalent manages client regulatory assets under management of approximately $133,640,000 which are 100% discretionary.