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Building 2COVALENT PARTNERS LLC

Map pinCONCORD, MA
Phone617-658-5500
NotebookSEC #801-66656
Total AUM
$117.3M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 MONUMENT SQUARE
SUITE 250
CONCORD
MA 01742
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
617-658-5500

ReceiptFinancials

Total AUM
$117.3M
Accounts
2
Discretionary
$117.3M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$117.3M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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