Michael Shafir is a registered investment advisor at Clover Partners, L.P., based in Dallas, TX, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clover Partners charges MHC Fund an annual asset-based fee of 1.0% of each investor’s capital account balance, deducted monthly. Separately managed account clients pay a quarterly or monthly fee based on the assets they have invested, which is negotiated with each client. Clover Partners also receives 20% of each investor’s share of MHC Fund’s net profits annually, subject to a loss carryforward requirement.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the 100% owner of Shaqfir, LLC, which owns a rental property. He pays a management company to oversee the property and spends minimal time on this activity.
Employment History
Current Registrations
Clover Partners, L.P.
State Registrations1 state
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