C
$9.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
3 yrs Firm Age
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- Custodian
- TD Ameritrade ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-03-2023
- Office Locations
- 1
Office Locations
447 Broadway, 2ND FLR #1074 NEW York NY
About Cloverhill Capital Management
Cloverhill Capital Management is a NEW York-based RIA. The firm has been operating for 3 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade and Wells Fargo. Services offered include 529 Plans, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$651.9K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Prime Pioneer oak
Client Personas
Fusion quantum
Investment Themes
Radial pioneer North fusion Beacon ember
Investment Vehicles
Matrix
Services
Meridian signal Matrix value Bridge foundation Ember Ember Timber Quantum Radial zenith
Owner & Executives
A
ADRIAN BRENDAN KIERANS
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #5442106
- Ownership
- 75% or more
(882) 786-7899
catalyst.signal@alphacapital.com
in linkedin.com/in/quantum-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,126,018 | -- |
| Total | $9,126,018 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,126,018
Equity - Exchange:
53.8% Cash:
46.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,542,906,819 | 53.8% |
| Cash | $3,042,421,840 | 46.2% |
| Total | $6,585,328,659 | 100.0% |