COVENANT ASSET MANAGEMENT, LLC
CRD #108567 SEC #801-56296 CHESTER, NJ 908-879-4090
SEC Registered
Total AUM
$624.3M
Discretionary
$624.3M
Employees
11
Clients
251
Accounts
623
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $624.3M | $624.3M | $0 | 11 | 1 |
| Mar 2025 | $624.3M | $624.3M | $0 | 11 | 1 |
| Mar 2024 | $494.4M | $494.4M | $0 | 11 | 0 |
| Mar 2023 | $416.6M | $416.6M | $0 | 11 | 0 |
| Feb 2022 | $491M | $491M | $0 | 9 | 0 |
| Mar 2021 | $410.5M | $410.5M | $0 | 6 | 0 |
| Dec 2020 | $305.3M | $305.3M | $0 | 6 | 0 |
| Jun 2020 | $305.3M | $305.3M | $0 | 6 | 0 |
| Mar 2020 | $305.3M | $305.3M | $0 | 6 | 0 |
| Jul 2019 | $240.5M | $240.5M | $0 | 5 | 0 |
| Mar 2019 | $240.5M | $240.5M | $0 | 5 | 0 |
| Mar 2018 | $240M | $240M | $0 | 5 | 0 |
| Sep 2017 | $208.7M | $208.7M | $0 | 5 | 100 |
| Mar 2017 | $208.7M | $208.7M | $0 | 5 | 100 |
| Mar 2016 | $212.9M | $212.9M | $0 | 1 | 100 |
| May 2015 | $222.3M | $222.3M | $0 | 4 | 200 |
| Feb 2015 | $222.3M | $222.3M | $0 | 4 | 200 |
| Jun 2014 | $177.3M | $177.3M | $0 | 4 | 200 |
| Feb 2014 | $177.3M | $177.3M | $0 | 4 | 200 |
| Jul 2013 | $157.4M | $157.4M | $0 | 4 | 200 |
| Apr 2013 | $157.4M | $157.4M | $0 | 4 | 200 |
| Mar 2013 | $157.4M | $157.4M | $0 | 3 | 200 |
| May 2012 | $152.4M | $152.4M | $0 | 6 | 200 |
| Mar 2012 | $152.4M | $152.4M | $0 | 6 | 200 |
| Mar 2011 | $148.2M | $148.2M | $0 | 10 | -- |
| Oct 2010 | $137.5M | $137.5M | $0 | 10 | -- |
| Jan 2010 | $137.5M | $137.5M | $0 | 10 | -- |
| Feb 2008 | $179.6M | $169M | $10.6M | 5 | -- |
| Jan 2007 | $162.1M | $152.4M | $9.7M | 5 | -- |
| Feb 2006 | $154M | $144.9M | $9.2M | 5 | -- |
| Sep 2005 | $157.1M | $150.9M | $6.2M | 5 | -- |
| Feb 2005 | $157.1M | $150.9M | $6.2M | 5 | -- |
| Oct 2003 | $130.2M | $123M | $7.2M | 5 | -- |
DateApr 2025
Total AUM$624.3M
Discretionary$624.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2025
Total AUM$624.3M
Discretionary$624.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2024
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$416.6M
Discretionary$416.6M
Non-Disc.$0
Employees11
Clients0
DateFeb 2022
Total AUM$491M
Discretionary$491M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$410.5M
Discretionary$410.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees5
Clients100
DateMar 2017
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees1
Clients100
DateMay 2015
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees4
Clients200
DateFeb 2015
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees4
Clients200
DateJun 2014
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees4
Clients200
DateFeb 2014
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees4
Clients200
DateJul 2013
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees3
Clients200
DateMay 2012
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$179.6M
Discretionary$169M
Non-Disc.$10.6M
Employees5
Clients--
DateJan 2007
Total AUM$162.1M
Discretionary$152.4M
Non-Disc.$9.7M
Employees5
Clients--
DateFeb 2006
Total AUM$154M
Discretionary$144.9M
Non-Disc.$9.2M
Employees5
Clients--
DateSep 2005
Total AUM$157.1M
Discretionary$150.9M
Non-Disc.$6.2M
Employees5
Clients--
DateFeb 2005
Total AUM$157.1M
Discretionary$150.9M
Non-Disc.$6.2M
Employees5
Clients--
DateOct 2003
Total AUM$130.2M
Discretionary$123M
Non-Disc.$7.2M
Employees5
Clients--