Cloverfields Capital Group, LP

Fee-Only (% of Portfolio)

Cloverfields Capital Group manages investments using its Core Alpha strategies, which focus on long-only, public-equity investments. Cloverfields uses publicly available information and quantitative methods to build diversified portfolios, aiming to outperform specific benchmarks. Client accounts are managed separately based on their investment objectives and guidelines.

Assets Under Management$340M
Clients63
AdvisorsN/A
Avg. per Client$5.4M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees range from 0.35% to 0.50% annually, as agreed upon in the client's investment management agreement. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Cloverfields Capital Group, LP | TrueAdvisor