Covariance Capital Management, Inc. is a large advisory firm based in Houston. It manages $3.81 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Illinois, Massachusetts, and 3 other states.
Covariance Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Covariance Capital Management, Inc. is $3.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1812% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Covariance Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edward Dinnage Van Dolsen has been acting as President since 1 Aug 2010. Michael Jay Jawor has served as the Chief Investment Officer since 1 Jan 2017. Michael Bruce Kahn joined the executive team most recently as the Director.
The principal office where Covariance Capital Management, Inc. performs its advisory services is located at 1221 Mckinney Street, Houston, TX 77010, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-770-2000 or by fax 713-770-2001. The normal business hours are 8:15 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at covariancecapital.com.