CLOVERHILL CAPITAL MANAGEMENT

RIASEC Registered

Total AUM

$9.1M

Discretionary

0% of AUM

Avg account

$294K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 175302
Custodians: TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.3%
Individuals45.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cloverhill Capital Management operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of advisory services that include financial planning, portfolio management for individuals and small businesses, and educational seminars. Cloverhill Capital Management does not focus on ESG investments and is not classified as a multi-state advisor. The firm also engages in capital allocation, utilizing a fee structure based on a percentage of assets under management (AUM) and fixed fees.