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COVARA CAPITAL, LLC

NEW YORK, NY · CRD 337515 · IAPD ↗ · 212-970-6690

$405.1MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
February 2026 — COVARA CAPITAL, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
January 2026 — COVARA CAPITAL, LLC now reports custody of client assets ($402.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
January 2026 — COVARA CAPITAL, LLC now reports 1 private fund(s) ($402.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
December 2025 — COVARA CAPITAL, LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.