CLOVER ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
166028

Firm profile

FINTRX

Overview

Clover Asset Management, LLC operates as a small, privately held investment adviser organized as an LLC that appears to focus on advising and sponsoring private partnership vehicles rather than running a broad advisory business for retail or institutional clients. The firm is listed as an adviser/sponsor of limited partnerships (excluding pooled investment vehicles) and reports a single private fund. There is no indication the firm acts as a multi-state adviser or an active ESG investor. The available filings point to a narrowly scoped manager: it does not report advisory clients or public AUM, and its activity centers on the one private fund it advises. Two principals are recorded as owners of the business, with ownership information indicating concentrated, owner-led control rather than a dispersed ownership base.

Assets & Accounts

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

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
7227 Metcalf Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth