Covalence Investment Partners, L.P.

RIASEC RegisteredEst. 2026
Total AUM
$238M
Discretionary
$238M
100% of AUM
Avg account
$47.7M
Accounts
5
Employees
7
Advisory reps
3

Firm details

Headquarters
Houston, Texas
CRD number
332274
Registered since
August 6, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Covalence Investment Partners, L.P. is organized as a limited partnership that operates as a private equity fund manager focused on pooled investment vehicles. The firm serves institutional clients and provides portfolio management for its private funds, acting in sponsor and general-partner roles and serving as managing member for pooled vehicles it controls. Its economics combine a percentage-of-assets fee with performance-based fees. The firm is SEC-registered as of 2026 and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Curtis Emerson

    Chief Financial Officer & Chief Compliance OfficerCRD 6690216

Contacts

2 of 2
  • David Krieger

    David Krieger

    Managing PartnerCRD 6589649

  • David Habachy

    David Habachy

    Managing PartnerCRD 8025510

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5847 San Felipe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth