Cloverfields Capital Group, LP
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 306590
- Registered since
- January 2, 2020
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.12%
- Charitable Organizations17.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cloverfields Capital Group, LP is an independent, SEC‑registered registered investment adviser that began registration in 2020 and is owned by an individual. The firm bills clients on a percentage‑of‑assets basis and provides discretionary portfolio management for both high‑net‑worth individuals/families (including small business owners) and institutional or business clients. Its public filings indicate the adviser is not positioned as a capital allocator, does not self‑identify as an active ESG investor, and operates as a single‑state adviser rather than a multi‑state platform. Cloverfields’ business activity centers on discretionary portfolio management rather than consulting, pension advisory, or affiliated adviser structures. Custody relationships and portfolio-level choices point to a manager that tilts toward liquid, exchange‑traded instruments as its primary implementation vehicle.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Michael Deslaurier
Vice President and Chief Compliance OfficerCRD 7407939
Contacts
2 of 2
Douglas Neimann
Managing DirectorCRD 7201625
Stephen Hemsley
OwnerCRD 7201632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$6.7M in ETFs
100%
$6.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $4.9M | 13,311 | 73.63% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 21 N 3rd St
- Time zone
- CT (UTC-6)
- Office locations
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