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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

COVALENCE INVESTMENT PARTNERS, L.P.

CRD 332274

HOUSTON, TX

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:8db97eab-da02-85e6-2625-2535f064084d

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: Jun 30, 2026 to Jun 30, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Covalence Investment Partners, L.P.

Private equity manager · shared crd

Independent Sponsorsidentity

Covalence Investment Partners, L.P.

Capital provider to sponsors · shared crd

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=false bd_reps=0.0
Regulatory AUM: $238MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $238M
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: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Private funds: 3Schedule D 7.B(1)
SEC number: 801-136951
CRD: 332274
Filings on the tape: 1
First filed: Jun 30, 2026
Latest filed: Jun 30, 2026
Organised: Limited Partnership, DE
Website: covalenceip.com

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
COVALENCE INVESTMENT PARTNERS	GENERAL PARTNER	Na	yes	03/2023	Jun 30, 2026	Jun 30, 2026
Habachy, David, Saad	MANAGING PARTNER CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Jun 30, 2026	Jun 30, 2026
KRIEGER, DAVID, BENJAMIN	MANAGING PARTNER	Na	yes	03/2023	Jun 30, 2026	Jun 30, 2026

Relationships

Controls (3)

← COVALENCE INVESTMENT PARTNERSOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 30, 2026 to presentfactForm ADV
← KRIEGER, DAVID, BENJAMINOwnerMANAGING PARTNER, ownership code NA, individual
Jun 30, 2026 to presentfactForm ADV
← Habachy, David, SaadOwnerMANAGING PARTNER CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 30, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8db97eab-da02-85e6-2625-2535f064084d
First observed: Jun 30, 2026
Last observed: Jun 30, 2026 2 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.

COVALENCE INVESTMENT PARTNERS, L.P.

CRD 332274

HOUSTON, TX

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:8db97eab-da02-85e6-2625-2535f064084d

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COVALENCE INVESTMENT PARTNERS

GENERAL PARTNER

yes

03/2023

Jun 30, 2026

Habachy, David, Saad

MANAGING PARTNER CHIEF COMPLIANCE OFFICER

yes

03/2023

Jun 30, 2026

KRIEGER, DAVID, BENJAMIN

MANAGING PARTNER

yes

03/2023

Jun 30, 2026