1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLOVERDALE CAPITAL MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-254-4065
NotebookSEC #801-80366
Total AUM
$290M
Employees
8
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2651 N. HARWOOD, SUITE 500
DALLAS
TX 75201
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
214-254-4065

ReceiptFinancials

Total AUM
$290M
Accounts
4
Discretionary
$290M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
3
AUM
$186.8M
Pension/Profit Sharing Plan Clients
1
AUM
$103.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account