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.

Former SEC-registered adviser

Covenant Credit Partners, LP

Former SEC-registered adviserCharlotte, North CarolinaCRD 288194SEC 801-110667IAPD
Legal name Covenant Credit Partners, LLC
Latest filing Jun 27, 2018
First filing on the tape May 19, 2017 · 4 filings
RAUM
$908M
reported, Item 5.F
Discretionary
100%
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
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
$908M gross assets
History
4 filings and snapshots on the tape
RAUM$908M as of Jun 27, 2018
May 19, 2017$500M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 27, 2018
May 19, 20170 then
Employees (5.A)9 as of Jun 27, 2018
May 19, 20179 then
Private funds2 as of Jun 27, 2018
May 19, 20171 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 27, 2018; 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
$454MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%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-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$908M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Meredith Tamerlaine Beattie · General Counsel And Secretarycontrol
        since 05/2018 · owns less than 5%
      • William Marc Boatwright · Vice Presidentcontrol
        since 05/2018 · owns less than 5%
      • Neal Geoffrey Cornell · Presidentcontrol
        since 05/2018 · owns less than 5%
      • Atif Mahmood · Chief Financial Officercontrol
        since 05/2018 · owns less than 5%
      • Jami Nolan · Chief Compliance Officer And Director Of Operationscontrol
        since 05/2018 · owns less than 5%
      • Ann Elaine Rocha · Chief Operating Officercontrol
        since 05/2018 · owns less than 5%
      Entity owners
      • Aig Global Asset Management Holdings Corp. · Member
        direct · owns 75% or more
      • Aig Capital Corporation · Shareholder
        indirect · owns 75% or more of Aig Global Asset Management Holdings Corp.
      • American International Group, Inc. · Shareholder
        indirect · owns 75% or more of Aig Capital Corporation · public reporting company
      Related persons
      Schedule D 7.A
      Advisers that list Covenant Credit Partners, LP as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Legal name · COVENANT CREDIT PARTNERS, LP to COVENANT CREDIT PARTNERS, LLC
        May 30, 2018 to Jun 27, 2018
      • Organization form · Limited Partnership to Limited Liability Company
        Mar 30, 2018 to May 30, 2018
      • Related adviser · false to true
        Mar 30, 2018 to May 30, 2018
      • Accounts · 1 to 2
        May 19, 2017 to Mar 30, 2018
      • Pooled vehicle clients · unset to 2.0
        May 19, 2017 to Mar 30, 2018
      • Other offices · unset to 0.0
        May 19, 2017 to Mar 30, 2018
      • Private funds · 1 to 2
        May 19, 2017 to Mar 30, 2018
      • Discretionary RAUM · $500M to $908M
        May 19, 2017 to Mar 30, 2018
      • Pooled vehicle RAUM · unset to 907753340.0
        May 19, 2017 to Mar 30, 2018
      • RAUM · $500M to $908M
        May 19, 2017 to Mar 30, 2018
      • Related adviser · true to false
        May 19, 2017 to Mar 30, 2018
      Signals
      2 dated events
      • Covenant Credit Partners, Lp reported RAUM $907.8M, up 82% from $499.6M (2017-05-19 to 2018-03-30)
        Mar 30, 2018 · RAUM change · derived
      • Covenant Credit Partners, Lp filed its initial SEC registration (Form ADV)
        May 19, 2017 · 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.
      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