CLOVERLAY INVESTMENT MANAGEMENT, LLC
SEC RegisteredAdjacent Private Markets
About the firm
Cloverlay is an independent asset manager, formed in 2015 by a group of experienced private equity professionals to focus exclusively on Adjacent Private Markets. Their investment program delivers a portfolio of "Diversifying Private Assets" – exposure to niche strategies frequently absent from institutional private equity programs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment program delivering a portfolio of "Diversifying Private Assets" – exposure to niche strategies frequently absent from institutional private equity programs, targeting the fundamental value of tangible and intangible assets, with a focus on the lower end of the market.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 13 | $1.8B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLOVERLAY INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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