CONSHOHOCKEN, PACRD 277170Latest ADV March 30, 2026
Cloverlay Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.8B in regulatory assets under management, 18 employees, and 13 accounts.
Assets Under Management
$1.8B
Employees
18
Offices
--
Total Clients
13
Primary office
CONSHOHOCKEN, PA
161 WASHINGTON STREET, SUITE 1650, CONSHOHOCKEN, PA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 30, 2026
Discretionary44.7%
$818M
45% of total RAUM44.7%
Non-discretionary55.3%
$1.0B
55% of total RAUM55.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts13
10Y AUM Change+$1.5B (+543.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee1:1
10Y Employee Change+12 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.