MINNEAPOLIS, MNCRD 306590Latest ADV March 26, 2026
Cloverfields Capital Group, LP is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 26, 2026, reports $359M in regulatory assets under management, 2 employees, and 58 accounts.
Assets Under Management
$359M
Employees
2
Offices
--
Total Clients
58
Primary office
MINNEAPOLIS, MN
21 THIRD STREET NORTH, SUITE 400, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.8% of total clients.
Top client categories% of clientsClients
1
HNWI
94.8%
55
2
Charitable
5.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$359Mas of March 26, 2026
Discretionary100.0%
$359M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$359M
Total Accounts58
10Y AUM Change+$359M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee29:1
10Y Employee Change-2 (-50.0%)
* 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.