C
CRD: 136007
Covexic LLC
Glendale, CA
8182683934
$7.8M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2005
- Office Locations
- 1
Office Locations
-- Glendale CA
About Covexic LLC
Covexic LLC is a Glendale-based RIA. The firm has been operating for 20 years. Managing $7.8M in total assets under management, with 1 advisory representatives. They custody assets with Prudential. Services offered include Asset Management.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$130.0K AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Unison
Investment Themes
Eagle
Investment Vehicles
Bridge
Services
Capital
Owner & Executives
R
ROSTIC CARAPETIAN
Chief Compliance Officer, President
- CRD
- #874755
- Ownership
- 75% or more
(907) 718-9491
fusion.horizon@vertexcapital.com
in linkedin.com/in/matrix-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,800,000
Other:
11.3% Cash:
22.2% Corporate - Investment Grade:
27.3% Equity - Exchange:
39.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $115,837,949 | 11.3% |
| Cash | $227,575,441 | 22.2% |
| Corporate - Investment Grade | $279,856,285 | 27.3% |
| Equity - Exchange | $401,844,922 | 39.2% |
| Total | $1,025,114,597 | 100.0% |