COVENANT MULTI-FAMILY OFFICES, LLC
COVENANT MULTI-FAMILY OFFICES, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 152651). Regulatory assets under management: $2.1B.
Registration
- CRD: 152651
- SEC file number: 801-71043
- Type: Registered investment adviser
- Location: 4372 N. LOOP 1604W, SUITE 116, SAN ANTONIO, TX, 78249
- Phone: 210-403-5350
- Latest filing: 2021-09-29
- Regulatory AUM: $2.1B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $72.2M
- Clients: 38
- Accounts: 1,889
Officers, owners & control persons (12)
| Name | Role | Location |
|---|
| PAWL JUSTIN JOSEPH | CHIEF INVESTMENT OFFICER | — |
| GARRISON WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| EADIE JOHN DUGGAN | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| HARRIS KEVIN MCCLAIN | MANAGING DIRECTOR; MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WHITACRE EDWARD EARL | MEMBER | — |
| CROWDER REBECCA ANNE | CHIEF COMPLIANCE OFFICER | — |
| EGGERSS KARL JOSEPH | MEMBER | — |
| VARGHESE J ROBERT | DIRECTOR | — |
| BEAL BARRON DEAN | MEMBER | — |
| BEAL BARRY JON | MEMBER | — |
| CRAIG KRISTINA | CHIEF FINANCIAL OFFICER | — |
| CRAIG KRISTINA NMI | CHIEF COMPLIANCE OFFICER, CFO; CHIEF FINANCIAL OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| ADMIRAL COVENANT ACADEMY, LP | Private Equity Fund | — | 2 | $13.3M | $250K |
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