COVENANT PARTNERS, LLC
CRD #110137 SEC #801-62178 NASHVILLE, TN 615-665-1801
SEC Registered
Total AUM
$1B
Discretionary
$731M
Employees
15
Clients
26
Accounts
1,011
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1B | $731M | $280M | 15 | 9 |
| Oct 2025 | $1B | $731M | $280M | 15 | 9 |
| Mar 2025 | $1B | $731M | $280M | 15 | 9 |
| Mar 2025 | $1B | $731M | $280M | 15 | 9 |
| Aug 2024 | $944M | $698.6M | $245.5M | 14 | 4 |
| May 2024 | $944M | $698.6M | $245.5M | 14 | 4 |
| Mar 2024 | $944M | $698.6M | $245.5M | 14 | 4 |
| Aug 2023 | $815.3M | $589.7M | $225.6M | 14 | 6 |
| Jul 2023 | $815.3M | $589.7M | $225.6M | 13 | 6 |
| Mar 2023 | $815.3M | $589.7M | $225.6M | 13 | 6 |
| Mar 2023 | $815.3M | $589.7M | $225.6M | 13 | 6 |
| Apr 2022 | $865.5M | $772.5M | $93M | 12 | 3 |
| Mar 2022 | $865.5M | $772.5M | $93M | 12 | 3 |
| Mar 2021 | $759M | $683.3M | $75.7M | 11 | 2 |
| Jul 2020 | $693.5M | $632.4M | $61.1M | 11 | 2 |
| Jun 2020 | $693.5M | $632.4M | $61.1M | 11 | 2 |
| May 2020 | $693.5M | $632.4M | $61.1M | 11 | 2 |
| Mar 2020 | $693.5M | $632.4M | $61.1M | 11 | 2 |
| Feb 2020 | $507M | $445.1M | $61.9M | 11 | 2 |
| Jan 2020 | $507M | $445.1M | $61.9M | 11 | 2 |
| Mar 2019 | $507M | $445.1M | $61.9M | 11 | 2 |
| Feb 2018 | $324M | $321.6M | $2.4M | 7 | 0 |
| Mar 2017 | $288.9M | $286.1M | $2.8M | 6 | 26 |
| Mar 2016 | $283.7M | $282M | $1.7M | 6 | 26 |
| Mar 2015 | $270M | $270M | $0 | 9 | 26 |
| Oct 2014 | $229.2M | $229.2M | $0 | 8 | 26 |
| May 2014 | $229.2M | $229.2M | $0 | 8 | 26 |
| Mar 2014 | $229.2M | $229.2M | $0 | 8 | 26 |
| Oct 2013 | $186.4M | $186.4M | $0 | 7 | 26 |
| Oct 2013 | $186.4M | $186.4M | $0 | 7 | 26 |
| Jul 2013 | $186.4M | $186.4M | $0 | 7 | 26 |
| May 2013 | $186.4M | $186.4M | $0 | 7 | 26 |
| Feb 2013 | $186.4M | $186.4M | $0 | 7 | 26 |
| Oct 2012 | $145M | $145M | $0 | 7 | 101 |
| Oct 2012 | $145M | $145M | $0 | 1 | 101 |
| Jun 2012 | $145M | $145M | $0 | 1 | 101 |
| Jun 2012 | $145M | $145M | $0 | 1 | 101 |
| Mar 2012 | $145M | $145M | $0 | 1 | 101 |
| Mar 2011 | $161.6M | $161.6M | $0 | 5 | -- |
| Mar 2008 | $168.4M | $168.4M | $0 | 5 | -- |
| Jan 2008 | $146.6M | $146.6M | $0 | 5 | -- |
| Mar 2007 | $146.6M | $146.6M | $0 | 5 | -- |
| Nov 2006 | $111.8M | $111.8M | $0 | 5 | -- |
| Mar 2006 | $111.8M | $111.8M | $0 | 5 | -- |
| Jan 2006 | $111.8M | $111.8M | $0 | 5 | -- |
| Feb 2005 | $82.8M | $82.8M | $0 | 5 | -- |
| Jan 2005 | $46.6M | $46.6M | $0 | 5 | -- |
DateNov 2025
Total AUM$1B
Discretionary$731M
Non-Disc.$280M
Employees15
Clients9
DateOct 2025
Total AUM$1B
Discretionary$731M
Non-Disc.$280M
Employees15
Clients9
DateMar 2025
Total AUM$1B
Discretionary$731M
Non-Disc.$280M
Employees15
Clients9
DateMar 2025
Total AUM$1B
Discretionary$731M
Non-Disc.$280M
Employees15
Clients9
DateAug 2024
Total AUM$944M
Discretionary$698.6M
Non-Disc.$245.5M
Employees14
Clients4
DateMay 2024
Total AUM$944M
Discretionary$698.6M
Non-Disc.$245.5M
Employees14
Clients4
DateMar 2024
Total AUM$944M
Discretionary$698.6M
Non-Disc.$245.5M
Employees14
Clients4
DateAug 2023
Total AUM$815.3M
Discretionary$589.7M
Non-Disc.$225.6M
Employees14
Clients6
DateJul 2023
Total AUM$815.3M
Discretionary$589.7M
Non-Disc.$225.6M
Employees13
Clients6
DateMar 2023
Total AUM$815.3M
Discretionary$589.7M
Non-Disc.$225.6M
Employees13
Clients6
DateMar 2023
Total AUM$815.3M
Discretionary$589.7M
Non-Disc.$225.6M
Employees13
Clients6
DateApr 2022
Total AUM$865.5M
Discretionary$772.5M
Non-Disc.$93M
Employees12
Clients3
DateMar 2022
Total AUM$865.5M
Discretionary$772.5M
Non-Disc.$93M
Employees12
Clients3
DateMar 2021
Total AUM$759M
Discretionary$683.3M
Non-Disc.$75.7M
Employees11
Clients2
DateJul 2020
Total AUM$693.5M
Discretionary$632.4M
Non-Disc.$61.1M
Employees11
Clients2
DateJun 2020
Total AUM$693.5M
Discretionary$632.4M
Non-Disc.$61.1M
Employees11
Clients2
DateMay 2020
Total AUM$693.5M
Discretionary$632.4M
Non-Disc.$61.1M
Employees11
Clients2
DateMar 2020
Total AUM$693.5M
Discretionary$632.4M
Non-Disc.$61.1M
Employees11
Clients2
DateFeb 2020
Total AUM$507M
Discretionary$445.1M
Non-Disc.$61.9M
Employees11
Clients2
DateJan 2020
Total AUM$507M
Discretionary$445.1M
Non-Disc.$61.9M
Employees11
Clients2
DateMar 2019
Total AUM$507M
Discretionary$445.1M
Non-Disc.$61.9M
Employees11
Clients2
DateFeb 2018
Total AUM$324M
Discretionary$321.6M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2017
Total AUM$288.9M
Discretionary$286.1M
Non-Disc.$2.8M
Employees6
Clients26
DateMar 2016
Total AUM$283.7M
Discretionary$282M
Non-Disc.$1.7M
Employees6
Clients26
DateMar 2015
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees9
Clients26
DateOct 2014
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees8
Clients26
DateMay 2014
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees8
Clients26
DateOct 2013
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees7
Clients26
DateOct 2013
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees7
Clients26
DateJul 2013
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees7
Clients26
DateMay 2013
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees7
Clients26
DateFeb 2013
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees7
Clients26
DateOct 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees7
Clients101
DateOct 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees1
Clients101
DateJun 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees1
Clients101
DateJun 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees1
Clients101
DateMar 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees5
Clients--