COVERED EDGE ASSET MANAGEMENT, LLC

COVERED EDGE ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 158525). Regulatory assets under management: $17.6M.

Registration

• CRD: 158525
• Type: Registered investment adviser
• Phone: 916-802-1657
• Latest filing: 2026-03-30
• Regulatory AUM: $17.6M
• Discretionary AUM: $17.6M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158525 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search