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 SEC-registered investment adviser (registered in 2020) organized as a corporation and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, and it charges fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and for business or institutional clients. Cloverfields is classified as unclassified in the snapshot data, does not market itself as an ESG investor, and is not listed as a multi-state adviser or a capital allocator.
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 2DOUGLAS 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
$6.9M in ETFs
100%
$6.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $5.5M | 12,697 | 78.93% |
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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