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COVALIS (GIBRALTAR) LIMITED

MIDTOWN, QUEENSWAY, Gibraltar · CRD 311614 · IAPD ↗ · covaliscapital.com · +350 2250 4600

$4.76BRegulatory AUM
1Advisory reps
3Employees
1Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

70
September 2026 — COVALIS (GIBRALTAR) LIMITED (MIDTOWN, QUEENSWAY, Gibraltar) is newly SEC-registered with $4.76B RAUM and 1 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.