AUMdb
CA

Clover Asset Management, Llc

State-registered Investment Adviser CRD 166028 · SEC file 802-77368 · Overland Park, KS
☆ Save with Pro ADV data as of Apr 01, 2024
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $6.1M combined gross assets

FundTypeDomicileGross assetsOwners
Netlend, Llc Other Private Fund Kansas $6.1M 2

Private funds (1, $6.1M gross assets)

FundTypeGross assetsMin. investmentOwners
Netlend, Llc Other Private Fund $6.1M $100K 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2024 1010 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2024.

View current Form ADV (SEC/IAPD) ↗