CLOVER CREDIT MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$434M
Accounts
8
Employees
711
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
307632
Registered since
November 16, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clover Credit Management, LLC is an institutional-focused manager that centers its business on pooled investment vehicles and securitized credit strategies. The firm is organized as a limited liability company and became SEC-registered in 2020. Its advisory footprint is concentrated on portfolio management for pooled vehicles, and it acts as sponsor/GP or managing member for the funds it advises. Clover describes itself as an active ESG investor and applies that orientation across its credit and manager-selection work. The firm’s client base is institutional, and its compensation model combines a percentage-of-assets fee with performance-based fees. Operationally, Clover maintains relationships and activities across the financial services ecosystem — including broker-dealer, banking, commodity pool/CTA, accounting and insurance affiliations — which supports both distribution and product sponsorship for its pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • WILLIAM SKINNER

    Sr. Managing DirectorCRD 5812821

  • GILLES DELLAERT

    Global HeadCRD 4664163

  • IDA HOGHOOGHI

    Sr. Managing DirectorCRD 4889351

Unlock 2 more contacts

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

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth