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COVALENT PARTNERS LLC
CRD 140494 · SEC 801-66656
30 MONUMENT SQUARE, SUITE 250, CONCORD, MA, 01742, United States
Phone
617-658-5500
Fax
617-658-5550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.3M
Discretionary AUM
$117.3M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $117.3M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD