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 operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member for its funds, concentrating on private equity strategies while maintaining the flexibility to allocate to real estate, commodities and oil & gas. Its compensation combines a percentage of assets under management with performance-based fees, a structure that aligns manager incentives with fund returns. Cloverlay is structured as an LLC and has been SEC-registered since 2015. It does not position itself as an ESG-focused or pension-consulting adviser and reports a client base composed of institutional investors. Advisory activity centers on portfolio management for pooled investment vehicles rather than one-off individual portfolios.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1OMAR HASSAN
Partner, CFO and COOCRD 4914351
Contacts
3 of 4CHRISTOPHER 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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