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COVALENT PARTNERS LLC

CONCORD, MA · CRD 140494 · IAPD ↗ · covalentpartnersllc.com · 617-658-5500

$117.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2024 — COVALENT PARTNERS LLC reported RAUM up 43% ($93.7M -> $133.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.