COVALENT PARTNERS LLC

RIASEC RegisteredEst. 2006
Total AUM
$117M
Discretionary
$117M
100% of AUM
Avg account
$58.6M
Accounts
2
Employees
4
Advisory reps
4

Firm details

Headquarters
CONCORD, Massachusetts
CRD number
140494
Registered since
May 8, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Contacts

3 of 4
  • BRETT LAMONDA

    Portfolio ManagerCRD 5081067

  • ROBERT HOCKETT

    Founder & Senior AdvisorCRD 1984566

  • WILLIAM BENJES

    Managing PrincipalCRD 2327899

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Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth