Covenant Global Investors Overview

  • Founded
  • 1984

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Covenant Global Investors General Information


Provider of wealth management services. The company is primarily engaged in providing tax management, investment management, retirement strategies, insurance and other advisory services.

Contact Information

Formerly Known As
Covenant Financial Services
Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Covenant Multifamily Offices
Primary Office
  • 210 Park Avenue
  • Suite 3000
  • Oklahoma City, OK 73102
  • United States
+1 (405) 000-0000

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Covenant Global Investors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Covenant Global Investors Patents

Covenant Global Investors Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20160258954-A1 Method of diagnosing and treating epstein barr virus-based myalgic encephalomyelitis chronic fatigue syndrome patients using a serum antibody assay Inactive 01-Feb-2015 000000000000

Covenant Global Investors Executive Team (3)

Name Title Board Seat Contact Info
Stephen Shafer Chief Investment Officer, Portfolio Manager, Chief Compliance Officer & Chief Executive Officer
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