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Covalis (Gibraltar) Limited registers with the SEC (Midtown, Queensway)
New SEC-registered adviser · CRD 311614 · 801-136960 · effective 2026-08-21
Effective 2026-08-21. 3 employees (1 advisory), $4.8B regulatory AUM across 14 accounts. Advises private funds. Other (specify).
Advises private fundsHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance