MIDTOWN, QUEENSWAYCRD 311614Latest ADV June 30, 2026
Covalis (Gibraltar) Limited is an SEC registered investment adviser with a primary office location in Midtown, Queensway. Its latest Form ADV filing, dated June 30, 2026, reports $4.8B in regulatory assets under management, 3 employees, and 14 accounts.
Assets Under Management
$4.8B
Employees
3
Offices
--
Total Clients
15
Primary office
MIDTOWN, QUEENSWAY
UNIT 1 LEVEL 4, MADISON BUILDING, MIDTOWN, QUEENSWAY, Gibraltar
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 93.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
93.3%
14
2
ADVISORY CLIENT
6.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of June 30, 2026
Discretionary100.0%
$4.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.8B
Total Accounts14
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.