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 is an SEC-registered limited liability company that began registration in 2015 and operates as a private equity fund manager focused on pooled investment vehicles. Its client base is institutional, and the firm charges both a percentage-of-AUM fee and performance-based fees. The firm’s advisory activity is portfolio management for pooled vehicles, and it also functions in sponsor and general partner roles and as a managing member for those vehicles. Cloverlay does not identify as an active ESG investor and does not operate as a multistate adviser or pension consultant.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Omar Hassan

    Omar Hassan

    Partner, CFO and COOCRD 4914351

Contacts

3 of 4
  • Christopher Rodzewicz

    Christopher Rodzewicz

    PartnerCRD 5073951

  • Jeffrey Collins

    Jeffrey Collins

    Managing PartnerCRD 2820948

  • Cory Pulfrey

    Cory Pulfrey

    PartnerCRD 4181124

Unlock 1 more contacts

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