21 Third Street North, Suite 400
Minneapolis, Minnesota 55401-7510
Tel: 952-208-8620
CLOVERFIELDS CAPITAL GROUP, LP, formally registered with the SEC as CLOVERFIELDS CAPITAL GROUP, LP. The firm was established in 01/02/2020. They have over 1 offices throughout the country.
CLOVERFIELDS CAPITAL GROUP, LP is a Minneapolis, Minnesota based Financial Planning firm with nearly $299,172,740 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306590 |
| SEC# | 801-117829 |
| Assets Managed by Firm | $299,172,740 |
| No. of Clients | 66 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 66 | $299,172,740 |
| High net worth individuals | 63 | $244,041,666 |
| Charitable organizations | 3 | $55,131,074 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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