Investment adviser · CRD 152651

COVENANT

Investment adviser filing (IA)

COVENANT MULTI-FAMILY OFFICES, LLC

SAN ANTONIO, TX, United States · Form ADV filed Sep 29, 2021

Regulatory AUM: $2.06B
Client accounts: 1,889
Employees: 38
Advisory professionals: 20

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	210	$1,833,545,478	89.1%
Individuals	315	$180,571,913	8.8%
Corporations & businesses	5	$27,160,672	1.3%
Charities	7	$10,937,313	0.5%
Retirement plans	5	$6,072,786	0.3%
Other investment advisers	Fewer than 5	$406,702	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Pooled investment vehicles	1	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%

Filing source

Form ADV 1567872 · Sep 29, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Sep 29, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4372 N. LOOP 1604W, SUITE 116
SAN ANTONIO, TX, 78249, United States

CRD 152651

Filing source

Form ADV 1567872 · Sep 29, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.