CLOVERPOINT, LLC
SEC RegisteredCore Alpha Strategies
About the firm
Cloverpoint Capital offers 'Core Alpha' strategies that are 'best ideas' portfolios leveraging high conviction stock ideas from multiple selected fund managers, primarily using 13F filings, constructed to be diversified across Growth, Value, and Quality stocks. The strategies are available as ETFs and Separately Managed Accounts at ETF-level fees and liquidity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Long-only, concentrated 'best ideas' equity strategies available as ETFs and Separately Managed Accounts (SMAs), including Cloverpoint Core Alpha US (US Large + Mid Cap), Core Alpha International (Global ex US), Core Alpha Global (Global Equity), and Core Alpha Power Evolution (Energy Transition Related), each at a 0.50% fee/expense ratio.
Office locations
Regulatory & compliance
Data as of March 26, 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. CLOVERPOINT, 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.
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