Covalence Investment Partners, L.P.

RIASEC Registered
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 a limited partnership that operates as a private equity fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2026) and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member of those vehicles. Its fee model combines a percentage-of-assets management fee and performance-based fees. Covalence does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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