PPrivate Fund Data Log in Join · $37/mo

William J. Cunliffe

Chief Compliance Officer And Portfolio ManagerCovenant Asset Management, LLCCRD 5238791

About William J. Cunliffe

William J. Cunliffe is listed as Chief Compliance Officer And Portfolio Manager at Covenant Asset Management, LLC in Chester, NJ. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Covenant Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William J. Cunliffe work?

William J. Cunliffe is listed as Chief Compliance Officer And Portfolio Manager at Covenant Asset Management, LLC on SEC Form ADV.

How much of Covenant Asset Management, LLC does William J. Cunliffe own?

Form ADV reports a beneficial ownership band of Under 5%.

Covenant Asset Management, LLC

TitleChief Compliance Officer And Portfolio Manager
OwnershipUnder 5%
Control personNo
Since2023
View Covenant Asset Management, LLC →