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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

COVALENT PARTNERS LLC

CRD 140494

CONCORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20b86f20-5705-24de-5bb1-8c998facbf8b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $117MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $117M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-66656
CIK: 1531611
CRD: 140494
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: covalentpartnersllc.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COVALENT HOUSING CO-INVESTMENT OPPORTUNITY MASTER FUND, L.P.	Hedge Fund	$171M	Mar 30, 2017	30	Dec 12, 2014	dropped	n/a
COVALENT CAPITAL PARTNERS MASTER FUND, L.P.	Hedge Fund	$134M	Mar 26, 2024	16	Mar 30, 2012	reported	021-91891
PVF - CCP, LP	Hedge Fund	$108M	Mar 28, 2014	2	Nov 6, 2012	dropped	021-185329

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENJES, WILLIAM, DUNCAN	MANAGING MEMBER	C	yes	05/2009	Mar 30, 2012	Mar 26, 2024
HOCKETT, ROBERT, LEE	MANAGING MEMBER	B	yes	07/2005	Mar 30, 2012	Mar 26, 2024
LAMONDA, BRETT, DAVID	MANAGING MEMBER	C	yes	01/2024	Mar 26, 2024	Mar 26, 2024
Mattera, Gail, Kelly	Cco	Na	yes	03/2022	Mar 30, 2022	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COVALENT CAPITAL PARTNERS GP, INC.	n/a	n/a	n/a	N	yes	n/a
COVALENT CAPITAL PARTNERS GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$117M	$117M	4	4	0	1	n/a
2024	Mar 27, 2025	$121M	$121M	4	4	0	1	n/a
2023	Mar 26, 2024	$134M	$134M	4	4	0	1	$134M
2022	Mar 29, 2023	$93.7M	$93.7M	4	4	0	1	$93.7M
2021	Mar 30, 2022	$113M	$113M	5	5	0	1	$113M
2020	Mar 30, 2021	$132M	$132M	6	4	0	1	$132M
2019	Mar 27, 2020	$179M	$179M	9	7	0	1	$179M
2018	Mar 29, 2019	$182M	$182M	8	6	0	1	$182M
2017	Mar 29, 2018	$323M	$323M	9	5	0	1	$323M
2016	Mar 30, 2017	$723M	$723M	11	6	n/a	2	$723M
2015	Mar 30, 2016	$841M	$841M	12	7	n/a	2	$841M
2014	Mar 31, 2015	$1.0B	$1.0B	11	6	n/a	2	$1.0B
2013	Mar 28, 2014	$872M	$872M	11	6	n/a	2	$872M
2012	Mar 28, 2013	$770M	$770M	11	6	n/a	2	$770M
2011	Mar 30, 2012	$455M	$455M	n/a	n/a	n/a	1	$455M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$117M	$121M	-3.1%	$93.7M	7.8%	4	4	0	0

Relationships

Advises (3)

→ COVALENT CAPITAL PARTNERS MASTER FUND, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ COVALENT HOUSING CO-INVESTMENT OPPORTUNITY MASTER FUND, L.P.Private fundHedge Fund, IA, no longer reported
Dec 12, 2014 to Mar 30, 2017factForm ADV
→ PVF - CCP, LPPrivate fundHedge Fund, IA, no longer reported
Nov 6, 2012 to Mar 28, 2014factForm ADV

Controls (4)

← HOCKETT, ROBERT, LEEOwnerMANAGING MEMBER, ownership code B, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← BENJES, WILLIAM, DUNCANOwnerMANAGING MEMBER, ownership code C, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← LAMONDA, BRETT, DAVIDOwnerMANAGING MEMBER, ownership code C, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← Mattera, Gail, KellyOwnerCCO, ownership code NA, individual
Mar 30, 2022 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Control person joined
David Brett Lamonda (Managing Member) appeared on Schedule A of Covalent Partners Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Kelly Gail Mattera (Cco) appeared on Schedule A of Covalent Partners Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Ian Howard Nurtman (Cco) no longer on Schedule A of Covalent Partners Llc (listed 2021-06-25, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Jun 25, 2021
Control person left
Michelle Lauren Marolda (Chief Financial Officer/Chief Compliance Officer) no longer on Schedule A of Covalent Partners Llc (listed 2021-03-30, absent 2021-06-25)
Form ADVobserved 5 days ago
Occurred
Jun 25, 2021
Control person joined
Ian Howard Nurtman (Cco) appeared on Schedule A of Covalent Partners Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Andrew David Foley (Member) no longer on Schedule A of Covalent Partners Llc (listed 2020-03-27, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Regulatory AUM changed
Covalent Partners Llc reported RAUM $182.3M, down 44% from $323.3M (2018-03-29 to 2019-03-29)
Form ADVobserved 5 days ago
$-141M
Occurred
Mar 29, 2019
Control person left
Cronin William Stone (Member - Chief Financial Officer/Chief Compliance Officer) no longer on Schedule A of Covalent Partners Llc (listed 2018-03-29, absent 2019-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Michelle Lauren Marolda (Chief Financial Officer/Chief Compliance Officer) appeared on Schedule A of Covalent Partners Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Covalent Partners Llc reported RAUM $323.3M, down 55% from $722.5M (2017-03-30 to 2018-03-29)
Form ADVobserved 5 days ago
$-399M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20b86f20-5705-24de-5bb1-8c998facbf8b
First observed: Mar 30, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COVALENT PARTNERS LLC

CRD 140494

CONCORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20b86f20-5705-24de-5bb1-8c998facbf8b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COVALENT HOUSING CO-INVESTMENT OPPORTUNITY MASTER FUND, L.P.

Hedge Fund

$171M

Mar 30, 2017

Dec 12, 2014

dropped

n/a

COVALENT CAPITAL PARTNERS MASTER FUND, L.P.

Hedge Fund

$134M

Mar 26, 2024

Mar 30, 2012

reported

021-91891

PVF - CCP, LP

Hedge Fund

$108M

Mar 28, 2014

Nov 6, 2012

dropped

021-185329

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENJES, WILLIAM, DUNCAN

MANAGING MEMBER

yes

05/2009

Mar 30, 2012

Mar 26, 2024

HOCKETT, ROBERT, LEE

MANAGING MEMBER

yes

07/2005

Mar 30, 2012

Mar 26, 2024

LAMONDA, BRETT, DAVID

MANAGING MEMBER

yes

01/2024

Mar 26, 2024

Mattera, Gail, Kelly

Cco

yes

03/2022

Mar 30, 2022

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COVALENT CAPITAL PARTNERS GP, INC.

n/a

yes

n/a

COVALENT CAPITAL PARTNERS GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$117M

n/a

2024

Mar 27, 2025

$121M

n/a

2023

Mar 26, 2024

$134M

2022

Mar 29, 2023

$93.7M

2021

Mar 30, 2022

$113M

2020

Mar 30, 2021

$132M

2019

Mar 27, 2020

$179M

2018

Mar 29, 2019

$182M

2017

Mar 29, 2018

$323M

2016

Mar 30, 2017

$723M

n/a

$723M

2015

Mar 30, 2016

$841M

n/a

$841M

2014

Mar 31, 2015

$1.0B

n/a

$1.0B

2013

Mar 28, 2014

$872M

n/a

$872M

2012

Mar 28, 2013

$770M

n/a

$770M

2011

Mar 30, 2012

$455M

n/a

$455M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$117M

$121M

-3.1%

$93.7M

7.8%