Cloverfields Capital Group, LP

RIASEC RegisteredEst. 2020
Total AUM
$359M
Discretionary
$359M
100% of AUM
Avg account
$6.2M
Accounts
58
Employees
2
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 2%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Michael Deslaurier

    Vice President and Chief Compliance OfficerCRD 7407939

Contacts

2 of 2
  • Douglas Neimann

    Douglas Neimann

    Managing DirectorCRD 7201625

  • Stephen Hemsley

    OwnerCRD 7201632

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$6.7M in ETFs

Passive

100%

$6.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$4.9M13,31173.63%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth