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COVALENT PARTNERS LLC

Tel: 617-658-5500
30 Monument Square
Suite 250
Concord, Massachusetts  01742

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COVALENT PARTNERS LLC

COVALENT PARTNERS LLC is a Concord, Massachusetts based financial advisory firm with nearly $133,639,674 in assets under management and provides investment advisory services for 4 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

140494

SEC#:

801-66656

No. of Clients:

4

Assets under Management

$133,639,674

No. of Advisors:

4

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