The CLOVERFIELDS CAPITAL GROUP is a privately held investment adviser that advises $358.67mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CLOVERFIELDS CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 21% over the last 5-years.
The Group has been registered with the SEC for 6.58 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 21 THIRD STREET NORTH, SUITE 400, MINNEAPOLIS, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees decreased by 80% over the last 5-years.
Their $358.67mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $294.53mn or 82.12% of Total Assets and Charitable Organizations own $64.13mn or 17.88% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CLOVERFIELDS CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.