CRD: 175302
Cloverhill Capital Management
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- Custodian
- TD Ameritrade ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-03-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $651.9K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 3, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Cloverhill Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ADRIAN BRENDAN KIERANS
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #5442106
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Cloverhill Capital Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.