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COVALIS CAPITAL LLP

LONDON, United Kingdom · CRD 174043 · IAPD ↗ · +44 204 520 5285

$4.79BRegulatory AUM
17Advisory reps
25Employees
1Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

70
October 2026 — COVALIS CAPITAL LLP (LONDON, United Kingdom) is newly SEC-registered with $4.79B RAUM and 17 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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