COVENANT MULTIFAMILY Overview
Covenant Multifamily Offices Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 22 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 557MM in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 557MM in positions, representing 44% of the manager's regulatory AUM.
COVENANT MULTIFAMILY StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
COVENANT MULTIFAMILY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VIG | 11.62% | ETF | 9.07% | 0.07% | 0 | 9% | ||
| T | 11.39% | Telecom | -5.87% | -0.74% | 0 | 26% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
COVENANT MULTIFAMILY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John D. Eadie | Managing Member | November-2009 |
| Edward E. Whitacre | Member | February-2010 |
| Brian W. Garrison | Chief Compliance Officer | June-2010 |
| Justin J. Pawl | Chief Investment Officer | August-2012 |
| Barron D. Beal | Member | October-2012 |
COVENANT MULTIFAMILY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
COVENANT MULTIFAMILY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Covenant may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Covenant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purc...
Unlock Full Investment Process Description
A. Covenant may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Covenant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purc...
Unlock Full Investment Process Description
COVENANT MULTIFAMILY Portfolio Concentration
COVENANT MULTIFAMILY Location
18756 STONE OAK PARKWAY; SUITE 102
SAN ANTONIO, Texas
UNITED STATES, 78258
SAN ANTONIO, Texas
UNITED STATES, 78258
COVENANT MULTIFAMILY Contact Information
Phone Number: 210-403-5350
Fax Number: 210-403-8450
Website: null
Fax Number: 210-403-8450
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here