Covenant Multifamily Offices is a fund manager in San Antonio with $2.06 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
271406161
SEC advisor number
801-71043
FINRA CRD number
152651
AUM ?
$2.06 bn
(as of 27 Jul 21)
Accounts
1,889
(as of 27 Jul 21)
Employees
38
(20 investment advisory or research)
Address
Covenant Multifamily Offices
18756 STONE OAK PARKWAY
SUITE 102
SAN ANTONIO
TX 78258
18756 STONE OAK PARKWAY
SUITE 102
SAN ANTONIO
TX 78258
Office hours
Monday - Friday, 8:00AM - 5:30PM
Phone
210-403-5350
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Eadie, John, Duggan | Managing Member | 11/2009 | 50-75% |
Whitacre, Edward, Earl | Member | 02/2010 | 10-25% |
Pawl, Justin, Joseph | Chief Investment Officer | 08/2012 | 5-10% |
Beal, Barron, Dean | Member | 10/2012 | 10-25% |
Craig, Kristina, [Nmi] | Chief Compliance Officer, CFO | 01/2015 | < 5% |
Kreske Holdings, Inc. | Member | 05/2019 | 5-10% |
Eggerss, Karl, Joseph | Member | 01/2010 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Covenant | $2.06 bn | |
Admiral Covenant Academy, LP | $13.31 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
10 Nov 20
13F-HR
Quarterly holdings report by institutional manager
11 Aug 20
13F-HR
Quarterly holdings report by institutional manager
5 May 20
13F-HR
Quarterly holdings report by institutional manager
31 Jan 20
13F-HR
Quarterly holdings report by institutional manager
8 Nov 19
13F-HR
Quarterly holdings report by institutional manager
31 Jul 19