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Building 2CLOVERLAY INVESTMENT MANAGEMENT, LLC

Map pinCONSHOHOCKEN, PA
Phone(484) 262-5020
NotebookSEC #801-106613
Total AUM
$1.8B
Employees
18
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 WASHINGTON STREET
SUITE 1650
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(484) 262-5020

ReceiptFinancials

Total AUM
$1.8B
Accounts
13
Discretionary
$818M
Accounts
8
Non-Discretionary
$1B
Accounts
5

ContactClients

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Pooled Vehicle Clients
13
AUM
$1.8B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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