C
CRD: 306590
Cloverfields Capital Group, LP
Minneapolis, MN, 55401
9522088620
$358.7M Total AUM
$358.7M Disc. AUM
3.0% 3Y CAGR
2 Employees
58 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
21 Third Street North, Suite 400 Minneapolis MN
About Cloverfields Capital Group, LP
Cloverfields Capital Group, LP is a Minneapolis-based RIA. The firm has been operating for 6 years. Managing $358.7M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Fidelity/NFS. Services offered include Insurance.
Team overview
-- AVG AGE
$358.7M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Crest Horizon vital Alpha
Client Personas
Prime
Investment Vehicles
Optima
Services
Oak momentum
Owner & Executives
S
STEPHEN JOSEPH HEMSLEY
Owner, President
- CRD
- --
- Ownership
- 75% or more
(306) 316-2697
summit.ember@vertexcapital.com
in linkedin.com/in/crest-vertex
MICHAEL DESLAURIERS
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(724) 834-7286
capital.bridge@glaciercapital.com
in linkedin.com/in/beacon-bridge
E
Ember alpha
Ridge quantum
- CRD
- #17494
- Ownership
- 25.9%
(909) 244-5584
ember.ridge@alphacapital.com
in linkedin.com/in/ember-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,667,263 | $6,183,918 |
| Non-Discretionary | $0 | -- |
| Total | $358,667,263 | $6,183,918 |
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Separately Managed Accounts
Total SMA Asset: $358,667,263
Equity - Exchange:
41.9% Cash:
58.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,972,103,865 | 41.9% |
| Cash | $4,121,222,782 | 58.1% |
| Total | $7,093,326,647 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE CATALYST | WAVE OPTIMA | 25OK78DFA | HZET | 1.76% | $91,670,826 |
| FUSION EMBER | GLACIER RIDGE | 8UR37KU9Y | FMKD | 2.94% | $93,646,956 |
| ZENITH EMBER | ATLAS HORIZON | 2LHGNM4NG | JUFKW | 1.76% | $91,804,078 |
| FOUNDATION MOMENTUM HORIZON | ALPHA RIDGE | IHP60P7B0 | CREA | 9.49% | $97,152,560 |
| FRONTIER ZENITH | QUANTUM GLACIER | 6TBZPWBOA | UXPPT | 1.12% | $102,891,802 |
| INSIGHT EMBER | UNISON ATLAS | 38YOBZ05Y | TXS | 5.76% | $65,187,673 |
| VERTEX INSIGHT | ALPHA RADIAL | OJRZ24PZ3 | VZFZR | 1.19% | $108,334,282 |
| HARBOR MERIDIAN EMBER | SUMMIT HORIZON | ZEQH4PYPQ | LJG | 4.32% | $9,661,330 |