COVENANT PARTNERS, LLC

HTTP://WWW.COVENANTPARTNERSLLC.COM NASHVILLE, TN Investment Advisor How do I update this listing?

Covenant Partners is based out of Nashville. Covenant Partners is a large advisory firm with 91 clients and discretionary assets under management (AUM) of $321,618,916 (Form ADV from 2017-04-01). Their last reported 13F filing for Q4 2018 included $209,055,000 in managed 13F securities and a top 10 holdings concentration of 85.65%. Covenant Partners's largest holding is iShares MSCI EAFE Growth ETF with shares held of 457,925. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.8%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

COVENANT PARTNERS, LLC
3811 BEDFORD AVENUE SUITE 201
NASHVILLE TN    37215
Country: United States

Business Phone: 615-665-1801
Fax: 615-665-1802
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 31,810,300
Total Number of Clients: 91
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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COVENANT PARTNERS, LLC

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
GLISSON, TODD, DAVID CHIEF MANAGER AND CHIEF COMPLIANCE OFFICER 09/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
COVENANT PARTNERS, LLC CHIEF MANAGER direct 1997-09-01
COVENANT PARTNERS, LLC CHIEF MANAGER AND CHIEF COMPLIANCE OFFICER direct 1997-09-01
LINK, JOHN, BANKS MEMBER 09/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
COVENANT PARTNERS, LLC MEMBER direct 1997-09-01

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