CLOVERPOINT, LLC

Overview

Cloverpoint, LLC is a privately held limited liability company that provides portfolio management services to a mix of institutional clients and smaller private accounts. The firm is SEC-registered and charges clients on a percentage-of-assets-under-management basis. Its stated advisory activities include discretionary portfolio management for individuals and small businesses as well as management for investment companies, indicating capabilities both in separately managed accounts and pooled vehicles. Cloverpoint does not present itself as an active ESG investor and is not registered as a multi-state adviser. It is reported as having a related adviser relationship, which suggests access to ancillary capabilities or feeder arrangements through an affiliated adviser or trust company. Cloverpoint is not characterized as a capital allocator; instead it appears to use third-party managers to implement parts of its strategy.

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Location & Offices