1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COVALIS CAPITAL (AMERICA) LLC

Map pinNEW YORK, NY
Phone212-303-6633
NotebookSEC #801-112088
Total AUM
$741.2M
Employees
5
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 LEXINGTON AVE
33RD FLOOR
NEW YORK
NY 10174
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
212-303-6633
Other Offices
1

ReceiptFinancials

Total AUM
$741.2M
Accounts
8
Discretionary
$741.2M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
6
AUM
$679.6M
Other Clients
1
AUM
$61.6M
Description of Other Clients
INSTITUTIONAL CLIENT

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CLIENTS REIMBURSE CERTAIN REGISTRANT EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account