Clover Credit Management, LLC

RIASEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$434M
Accounts
8
Employees
711
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
307632
Registered since
November 16, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clover Credit Management, LLC is an SEC-registered investment adviser (registered in 2020) organized as a limited liability company that focuses on managing securitized asset strategies for institutional clients. The firm’s advisory activity is centered on portfolio management for pooled investment vehicles, and its compensation model combines a percentage-of-assets fee with performance-based fees. The firm is not identified as an active ESG investor and is noted as a single-state adviser. Industry affiliations in the record include relationships with broker‑dealers, other investment advisers, CPO/CTAs, banking or thrift institutions, accountants, insurance companies, and sponsorship roles for limited partnerships and pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth