National Retirement Planning Experts

National Coverage
Local Professionals

CLOVERFIELDS CAPITAL GROUP, LP

21 Third Street North, Suite 400
Minneapolis, Minnesota 55401-7510
Tel: 952-208-8620

Need a Financial Advisor?
Compare Vetted Advisors

About CLOVERFIELDS CAPITAL GROUP, LP

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.

Firm Information

SEC Current StatusApproved
Firm CRD#306590
SEC#801-117829
Assets Managed by Firm$299,172,740
No. of Clients66
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total66$299,172,740
High net worth individuals63$244,041,666
Charitable organizations3$55,131,074

More Retirement Planning firms in Minneapolis, Minnesota:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Minneapolis, Minnesota