COVALENT PARTNERS LLC

30 Monument Square
Suite 250
Concord, Massachusetts 01742
Tel: 617-658-5500

About COVALENT PARTNERS LLC

COVALENT PARTNERS LLC, formally registered with the SEC as COVALENT PARTNERS LLC. The firm was established in 05/08/2006. They have over 1 offices throughout the country.

COVALENT PARTNERS LLC is a Concord, Massachusetts based Financial Planning firm with nearly $133,639,674 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140494
SEC#	801-66656
Assets Managed by Firm	$133,639,674
No. of Clients	4
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$133,639,674

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