COVALENT PARTNERS LLC
Firm details
- Headquarters
- CONCORD, Massachusetts
- CRD number
- 140494
- Registered since
- May 8, 2006
- Website
- www.covalentpartnersllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Covalent Partners LLC is an SEC-registered hedge fund organized as an LLC that provides portfolio management for pooled investment vehicles. The firm, registered in 2006 and owned by an individual, serves an institutional client base and operates with a fee model that combines a percentage-of-AUM charge with performance-based fees. It is not positioned as a multi-state adviser or a public ESG investor. Covalent also functions in sponsor and managerial roles for private pooled vehicles: its reported affiliations include acting as a CPO/CTA and serving as sponsor, general partner, or managing member for the funds it runs. It is not described as a capital allocator to third-party managers; instead the firm appears to manage its own pooled strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4BRETT LAMONDA
Portfolio ManagerCRD 5081067
ROBERT HOCKETT
Founder & Senior AdvisorCRD 1984566
WILLIAM BENJES
Managing PrincipalCRD 2327899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CONCORD, MA
MIDDLESEX
Location
CONCORD, MA
Headquartered in CONCORD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 30 Monument Sq
- Time zone
- ET (UTC-5)
- Office locations
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