Covalent Partners LLC

Covalent Partners LLC (CRD# 140494) is a financial advisory firm headquartered in Concord, MA. They manage $93,747,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $23,436,750
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Covalent Partners LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.