Covenant Global Investors Overview

  • Year Founded
  • 1984

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Covenant Global Investors General Information

Description

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

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Covenant Global Investors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Covenant Global Investors‘s full profile, request access.

Request a free trial

Covenant Global Investors Executive Team (3)

Name Title Board Seat
Stephen Shafer Chief Investment Officer, Portfolio Manager, Chief Compliance Officer & Chief Executive Officer
You’re viewing 1 of 3 executive team members. Get the full list »

Covenant Global Investors FAQs

  • When was Covenant Global Investors founded?

    Covenant Global Investors was founded in 1984.

  • Who is the CEO of Covenant Global Investors?

    Stephen Shafer is the CEO of Covenant Global Investors.

  • Where is Covenant Global Investors headquartered?

    Covenant Global Investors is headquartered in Oklahoma City, OK.

  • What industry is Covenant Global Investors in?

    Covenant Global Investors’s primary industry is Other Financial Services.

  • Is Covenant Global Investors a private or public company?

    Covenant Global Investors is a Private company.

  • What is Covenant Global Investors’s current revenue?

    The current revenue for Covenant Global Investors is 000000.

  • When was Covenant Global Investors acquired?

    Covenant Global Investors was acquired on 10-Feb-2015.

  • Who acquired Covenant Global Investors?

    Covenant Global Investors was acquired by Covenant Multifamily Offices.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »