Cloverlay Investment Management manages private funds that invest in tangible and intangible assets, often alongside specialty private equity managers. Cloverlay identifies, evaluates, and selects investment opportunities, performs due diligence, negotiates investment terms, and monitors fund performance. Cloverlay's services are generally not tailored to individual investors, as investors participate in the overall investment objective of the fund.
Assets Under Management$1.6B
Clients12
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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