COVENANT MULTI-FAMILY OFFICES, LLC
Legal name: COVENANT
CRD #152651 SEC #801-71043 SAN ANTONIO, TX 210-403-5350
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2B
Employees
38
Clients
--
Accounts
1,889
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $2.1B | $2B | $72.2M | 38 | 52 |
| Jul 2021 | $2.1B | $2B | $72.2M | 38 | 52 |
| Mar 2021 | $2.1B | $2B | $72.2M | 38 | 52 |
| Jan 2021 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| Nov 2020 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| Sep 2020 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| Jul 2020 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| Jul 2020 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| Jun 2020 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| Jun 2020 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| Mar 2020 | $1.8B | $1.8B | $53.5M | 35 | 74 |
| May 2019 | $1.4B | $1.4B | $44.8M | 28 | 67 |
| Mar 2019 | $1.4B | $1.4B | $44.8M | 28 | 67 |
| Oct 2018 | $1.5B | $1.4B | $46.2M | 29 | 62 |
| Mar 2018 | $1.5B | $1.4B | $46.2M | 29 | 62 |
| Sep 2017 | $1.4B | $1.4B | $0 | 29 | 300 |
| Sep 2017 | $1.4B | $1.4B | $0 | 29 | 300 |
| Sep 2017 | $1.4B | $1.4B | $0 | 29 | 300 |
| Aug 2017 | $1.4B | $1.4B | $0 | 29 | 300 |
| Jul 2017 | $1.4B | $1.4B | $0 | 29 | 300 |
| May 2017 | $1.4B | $1.4B | $0 | 29 | 300 |
| Mar 2017 | $1.4B | $1.4B | $0 | 29 | 300 |
| Mar 2016 | $1.4B | $1.4B | $0 | 28 | 200 |
| Oct 2015 | $1.3B | $1.3B | $0 | 27 | 200 |
| Aug 2015 | $1.3B | $1.3B | $0 | 22 | 200 |
| Jun 2015 | $1.3B | $1.3B | $0 | 22 | 200 |
| May 2015 | $1.3B | $1.3B | $0 | 22 | 200 |
| Mar 2015 | $1.3B | $1.3B | $0 | 22 | 200 |
| Feb 2015 | $1.3B | $1.3B | $0 | 21 | 200 |
| Dec 2014 | $1.3B | $1.3B | $0 | 21 | 200 |
| Mar 2014 | $1.3B | $1.3B | $0 | 21 | 200 |
| Jan 2014 | $1.3B | $1.3B | $0 | 23 | 200 |
| Aug 2013 | $1.3B | $1.3B | $0 | 23 | 200 |
| Jul 2013 | $1.3B | $1.3B | $0 | 23 | 200 |
| Jun 2013 | $1.3B | $1.3B | $0 | 23 | 200 |
| Apr 2013 | $1.3B | $1.3B | $0 | 23 | 200 |
| Mar 2013 | $1.3B | $1.3B | $0 | 23 | 200 |
| Jan 2013 | $1.3B | $1.2B | $82.7M | 20 | 26 |
| Nov 2012 | $1.3B | $1.2B | $82.7M | 20 | 26 |
| Sep 2012 | $1.3B | $1.2B | $82.7M | 11 | 26 |
| Aug 2012 | $1.1B | $969.3M | $86.5M | 11 | 26 |
| Aug 2012 | $1.1B | $969.3M | $86.5M | 11 | 26 |
| Feb 2012 | $1.1B | $969.3M | $86.5M | 11 | 26 |
| Aug 2011 | $881M | $881M | $0 | -- | -- |
| Mar 2011 | $881M | $881M | $0 | -- | -- |
| Jun 2010 | $776M | $776M | $0 | -- | -- |
| Jun 2010 | $776M | $776M | $0 | -- | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$72.2M
Employees38
Clients52
DateJul 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$72.2M
Employees38
Clients52
DateMar 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$72.2M
Employees38
Clients52
DateJan 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateNov 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateSep 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateJul 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateJul 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$53.5M
Employees35
Clients74
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$44.8M
Employees28
Clients67
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$44.8M
Employees28
Clients67
DateOct 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$46.2M
Employees29
Clients62
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$46.2M
Employees29
Clients62
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients300
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients300
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients300
DateAug 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients300
DateJul 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients300
DateMay 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients300
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients300
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees28
Clients200
DateOct 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees27
Clients200
DateAug 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients200
DateJun 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients200
DateMay 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients200
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients200
DateFeb 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients200
DateDec 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients200
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients200
DateJan 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients200
DateAug 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients200
DateJul 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients200
DateJun 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients200
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients200
DateMar 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients200
DateJan 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$82.7M
Employees20
Clients26
DateNov 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$82.7M
Employees20
Clients26
DateSep 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$82.7M
Employees11
Clients26
DateAug 2012
Total AUM$1.1B
Discretionary$969.3M
Non-Disc.$86.5M
Employees11
Clients26
DateAug 2012
Total AUM$1.1B
Discretionary$969.3M
Non-Disc.$86.5M
Employees11
Clients26
DateFeb 2012
Total AUM$1.1B
Discretionary$969.3M
Non-Disc.$86.5M
Employees11
Clients26
DateAug 2011
Total AUM$881M
Discretionary$881M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$881M
Discretionary$881M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$776M
Discretionary$776M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$776M
Discretionary$776M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--