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COVALENCE INVESTMENT PARTNERS, L.P.

HOUSTON, TX · CRD 332274 · IAPD ↗ · covalenceip.com · (832)579-0455

$238.4MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — COVALENCE INVESTMENT PARTNERS, L.P. (HOUSTON, TX) is newly SEC-registered with $238.4M RAUM and 7 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.