Covalent Partners LLC

Fee-Only (% of Portfolio)

Covalent Partners provides investment advice to pooled investment vehicles (funds) that are not registered investment companies. Covalent does not provide investment advice directly to the individual investors within these funds. The firm's investment approach focuses on analyzing fundamental factors, industry-specific cyclical factors, and technical factors.

Assets Under Management$120M
Clients4
AdvisorsN/A
Avg. per Client$30M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Covalent Partners LLC | TrueAdvisor