AdvisorCensus / Financial advisors / Covalis Capital LLP
Covalis Capital LLP is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.
Quick answers
From the filingHow is Covalis Capital LLP compensated?
On its Form ADV (Item 5.E, October 2026), Covalis Capital LLP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Covalis Capital LLP located?
Covalis Capital LLP's principal office is in London, United Kingdom, according to its Form ADV.
Is Covalis Capital LLP registered with the SEC or a state?
Covalis Capital LLP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 174043.
How much does Covalis Capital LLP manage?
Covalis Capital LLP reports $4,788,894,748 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (95% discretionary).
What types of clients does Covalis Capital LLP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15); other (1).
Does Covalis Capital LLP report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174043
What changed in Covalis Capital LLP's recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$4,788,894,748 as of October 2026, filing dated June 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 25. Performing investment advisory functions: 17.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,788,894,748 | 25 | June 30, 2026 |
| October 2025 | Not reported | Not reported | May 14, 2025 |
| October 2024 | Not reported | Not reported | March 28, 2024 |
| October 2023 | Not reported | Not reported | March 30, 2023 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2021 | Not reported | Not reported | March 24, 2021 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Covalis Capital LLP (CRD 174043): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/covalis-capital-llp-london-174043