COVALENT PARTNERS LLC
CRD #140494 SEC #801-66656 CONCORD, MA 617-658-5500
SEC Registered Private Funds
Total AUM
$121M
Discretionary
$121M
Employees
4
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $121M | $121M | $0 | 4 | 0 |
| Mar 2024 | $133.6M | $133.6M | $0 | 4 | 0 |
| May 2023 | $93.7M | $93.7M | $0 | 4 | 0 |
| Mar 2023 | $93.7M | $93.7M | $0 | 4 | 0 |
| Mar 2022 | $113.4M | $113.4M | $0 | 5 | 0 |
| Jun 2021 | $132M | $132M | $0 | 5 | 0 |
| Mar 2021 | $132M | $132M | $0 | 6 | 0 |
| Mar 2020 | $178.6M | $178.6M | $0 | 9 | 0 |
| Mar 2019 | $182.3M | $182.3M | $0 | 8 | 0 |
| Mar 2018 | $323.3M | $323.3M | $0 | 9 | 0 |
| Mar 2017 | $722.5M | $722.5M | $0 | 11 | 1 |
| Oct 2016 | $841.3M | $841.3M | $0 | 12 | 1 |
| Mar 2016 | $841.3M | $841.3M | $0 | 12 | 1 |
| Apr 2015 | $1B | $1B | $0 | 11 | 1 |
| Mar 2015 | $1B | $1B | $0 | 11 | 1 |
| Dec 2014 | $968.5M | $968.5M | $0 | 11 | 1 |
| Oct 2014 | $915.2M | $915.2M | $0 | 11 | 1 |
| Oct 2014 | $915.2M | $915.2M | $0 | 11 | 1 |
| Mar 2014 | $871.5M | $871.5M | $0 | 11 | 1 |
| May 2013 | $770M | $770M | $0 | 11 | 1 |
| Mar 2013 | $770M | $770M | $0 | 11 | 1 |
| Nov 2012 | $541.1M | $541.1M | $0 | 11 | 1 |
| Mar 2012 | $455M | $455M | $0 | 6 | 1 |
| Mar 2011 | $284.2M | $284.2M | $0 | 10 | -- |
| Mar 2011 | $284M | $284M | $0 | 10 | -- |
| Jul 2009 | $181M | $181M | $0 | 10 | -- |
| Mar 2009 | $125.2M | $125.2M | $0 | 10 | -- |
| Mar 2007 | $93.8M | $93.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$323.3M
Discretionary$323.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$722.5M
Discretionary$722.5M
Non-Disc.$0
Employees11
Clients1
DateOct 2016
Total AUM$841.3M
Discretionary$841.3M
Non-Disc.$0
Employees12
Clients1
DateMar 2016
Total AUM$841.3M
Discretionary$841.3M
Non-Disc.$0
Employees12
Clients1
DateApr 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients1
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients1
DateDec 2014
Total AUM$968.5M
Discretionary$968.5M
Non-Disc.$0
Employees11
Clients1
DateOct 2014
Total AUM$915.2M
Discretionary$915.2M
Non-Disc.$0
Employees11
Clients1
DateOct 2014
Total AUM$915.2M
Discretionary$915.2M
Non-Disc.$0
Employees11
Clients1
DateMar 2014
Total AUM$871.5M
Discretionary$871.5M
Non-Disc.$0
Employees11
Clients1
DateMay 2013
Total AUM$770M
Discretionary$770M
Non-Disc.$0
Employees11
Clients1
DateMar 2013
Total AUM$770M
Discretionary$770M
Non-Disc.$0
Employees11
Clients1
DateNov 2012
Total AUM$541.1M
Discretionary$541.1M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$455M
Discretionary$455M
Non-Disc.$0
Employees6
Clients1
DateMar 2011
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees5
Clients--