Cloverlay Investment Management, LLC

Overview

Cloverlay Investment Management, LLC is an SEC-registered investment adviser formed in 2015 and organized as a limited liability company. The firm operates as a manager and sponsor of pooled investment vehicles, acting in GP and managing-member capacities rather than as a third-party capital allocator. Its client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based fees. Cloverlay does not self-identify as an active ESG investor and is not registered as a multi-state adviser. Advisory activity is focused on portfolio management for pooled vehicles. That operational posture, along with the firm’s classification as a private equity fund manager, positions Cloverlay to originate, govern and manage fund-level investments rather than primarily providing discretionary advisory mandates to retail clients.

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Location & Offices