Cloverlay Investment Management, LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 277170
- Registered since
- September 8, 2015
- Website
- www.cloverlay.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Cloverlay Investment Management, LLC is an SEC-registered limited liability company that began registration in 2015 and operates as a private equity fund manager focused on pooled investment vehicles. Its client base is institutional, and the firm charges both a percentage-of-AUM fee and performance-based fees. The firm’s advisory activity is portfolio management for pooled vehicles, and it also functions in sponsor and general partner roles and as a managing member for those vehicles. Cloverlay does not identify as an active ESG investor and does not operate as a multistate adviser or pension consultant.
Assets & Accounts
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
Owners & executives
1 of 1
Omar Hassan
Partner, CFO and COOCRD 4914351
Contacts
3 of 4
Christopher Rodzewicz
PartnerCRD 5073951

Jeffrey Collins
Managing PartnerCRD 2820948

Cory Pulfrey
PartnerCRD 4181124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 161 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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