Covalis (Gibraltar) Limited

RIASEC Registered
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$340M
Accounts
14
Employees
3
Advisory reps
4

Firm details

Headquarters
Midtown Queensway,
CRD number
311614
Registered since
August 21, 2026
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Covalis (Gibraltar) Limited is organized as a hedge fund operator and is registered with the SEC in 2026. The firm is structured to serve institutional clients and is active as a CPO/CTA and as sponsor/GP/managing member of pooled investment vehicles. Its advisory remit covers portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Ownership is noted as a mix of a foreign entity and an individual. Fee arrangements include a percentage-of-AUM component, performance-based fees, and other fee types. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Zilvinas Mecelis

    Zilvinas Mecelis

    Founder & Chief Investment OfficerCRD 6586667

  • Joshua Lowy

    Joshua Lowy

    Chief Financial OfficerCRD 6142928

Contacts

2 of 2
  • Katrina West

    General Counsel & CCOCRD 6614573

  • Aaron Payas

    DirectorCRD 7329708

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Midtown Queensway, null

Location

Midtown Queensway, null

Headquartered in Midtown Queensway, null.

Address
Unit 1 Level 4
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth