CLOVERLAY INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.8B
Discretionary
$818M
45% of AUM
Avg account
$141M
Accounts
13
Employees
18
Advisory reps
5

Firm details

Headquarters
CONSHOHOCKEN, Pennsylvania
CRD number
277170
Registered since
September 8, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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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

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth