DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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Former SEC-registered adviser
C•••••• C•••••• L••
Latest filing Jun 30, 2026
First filing on the tape Mar 30, 2018 · 2 filings
RAUM
$4.8B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
25
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$4.8B as of Jun 30, 2026
Mar 30, 2018$786M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 30, 20180 then
Employees (5.A)25 as of Jun 30, 2026
Mar 30, 201815 then
Private funds: 4
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $319MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.2B, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2B for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• C•••••• E••••••• M••••• F••• L•• | Hedge Fund | $990M | 17 | Mar 31, 2017 |
| C•••••• C•••••• M••••• F••• L•• | Hedge Fund | $988M | 10 | Jan 6, 2016 |
| C•••••• C•••••• E••••• T••••••••• M••••• F••• S• | Hedge Fund | $233M | 4 | Mar 24, 2021 |
| C•••••• C•••••• F••• L••no longer reported | Hedge Fund | $122M | 7 | Jan 6, 2016 |
| C•••••• C•••••• F••• L•no longer reported | Hedge Fund | $22.0M | 1 | Jan 6, 2016 |
Owners and control persons
Schedule A and B, latest filing
- M•••••••• T•••• J•••• · Member Of Llp, Chief Compliance Officercontrolsince 05/2012 · owns less than 5%
- M••••••• Z••••••• · Shareholdercontrolsince 11/2016 · owns 75% or more of I•• I••••••••• L••••••
- L••• J•••• •••• · Director, C•••••• Capital Uk L••••••since 06/2017 · owns less than 5%
- M••••••• Z••••••• · Member Of Executive Committeesince 04/2012 · owns less than 5%
- M•••••• P••••• J••• · Executive Committee Membersince 04/2012 · owns less than 5%
Entity owners
- C•••••• C•••••• ••• L•••••• · Member Of The Llpdirect · owns 75% or more
- C•••••• C•••••• ••••••• L•••••• · Ownerindirect · owns 75% or more of C•••••• C•••••• ••• L••••••
- C•••••• C•••••• G• L•••••• · General Partnerindirect · owns F of C•••••• C•••••• L•
- C•••••• C•••••• L• · Ownerindirect · owns 75% or more of C•••••• C•••••• ••••••• L••••••
- I•• I••••••••• L•••••• · L•••••• Partnerindirect · owns 75% or more of C•••••• C•••••• L•
- I•• I••••••••• L•••••• · Shareholderindirect · owns 75% or more of C•••••• C•••••• G• L••••••
Related persons
Schedule D 7.A
- C•••••• C•••••• •••••••• L••investment advisernRAUM $741M
- C•••••• C•••••• E••••••• F••• G• L••investment adviserpooled vehicle sponsorn
- C•••••• C•••••• F••• G• L••••••investment adviserpooled vehicle sponsorn
- C•••••• C•••••• G• L••••••investment adviserpooled vehicle sponsory
- C•••••• C•••••• L•pooled vehicle sponsory
- C•••••• C•••••• L••••••••• G• S•••investment adviserpooled vehicle sponsory
- C•••••• C•••••• L••••••••• I• G• S•••investment adviserpooled vehicle sponsory
Advisers that list C•••••• C•••••• L•• as a related person
- 286139 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 14 to 15Mar 30, 2018 to Jun 30, 2026
- Advisory employees · 11 to 17Mar 30, 2018 to Jun 30, 2026
- Advisory activities · 3 to 2Mar 30, 2018 to Jun 30, 2026
- Pooled vehicle clients · 9 to 15Mar 30, 2018 to Jun 30, 2026
- Assets in custody · unset to 3218836211.0Mar 30, 2018 to Jun 30, 2026
- Custody of client assets · false to trueMar 30, 2018 to Jun 30, 2026
- Employees · 15 to 25Mar 30, 2018 to Jun 30, 2026
- Other offices · 1 to 0Mar 30, 2018 to Jun 30, 2026
- Private funds · 4 to unsetMar 30, 2018 to Jun 30, 2026
- Discretionary RAUM · $786M to $4.6BMar 30, 2018 to Jun 30, 2026
- Non-discretionary RAUM · $0 to $231MMar 30, 2018 to Jun 30, 2026
- Pooled vehicle RAUM · $702M to $4.8BMar 30, 2018 to Jun 30, 2026
- RAUM · $786M to $4.8BMar 30, 2018 to Jun 30, 2026
- Related bank · false to trueMar 30, 2018 to Jun 30, 2026
- Succession · false to unsetMar 30, 2018 to Jun 30, 2026
Signals
2 dated events
- C•••••• C•••••• L•• reported RAUM $4.8B, up 509% from $786.3M (2018-03-30 to 2026-06-30)Jun 30, 2026 · RAUM change · derived
- C•••••• C•••••• L•• filed its initial SEC registration (Form ADV)Mar 30, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/covalis-capital-llp/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- C••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026