Clover Partners, L.P.

RIAState Registered
Total AUM
$62.4M
Discretionary
$62.4M
100% of AUM
Avg account
$62.4M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
123716
Registered since
December 2, 2002
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 Partners, L.P. is organized as a limited partnership and operates as a hedge fund manager serving institutional investors. The firm focuses on managing pooled investment vehicles and provides portfolio management for those funds. Its compensation combines a management fee based on assets under management and performance-based fees tied to returns. The firm does not market itself as an ESG investor and is not positioned as a capital allocator or pension consultant. Ownership is listed as a mix of a domestic entity and an individual, and the adviser activity is concentrated on pooled-vehicle portfolio management rather than separate account advisory work.

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

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Michael Shafir

    Michael Shafir

    PartnerCRD 4450341

  • Michael Mewhinney

    Michael Mewhinney

    PartnerCRD 332954

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

, null

Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth