Cloverpoint, LLC

Overview

Cloverpoint, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. It is owned by an individual and bills clients on a percentage-of-AUM fee basis. The firm’s regulatory filing lists advisory services that include portfolio management for individuals and small businesses as well as for investment companies, while its stated client base is institutional — suggesting a mixed client focus or crossover between institutional mandates and separate-account work for other entity types. Cloverpoint is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not a capital allocator; the filing also flags a related adviser relationship and an industry affiliation with an investment adviser/trust company.

Assets & Accounts

Investments & Alternatives

Location & Offices