CLOVERPOINT, LLC
At a Glance
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 2 |
| Peak AUM | $0Mar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 2 | 0.0% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | ||||
Key Metrics
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 0 |
Contact & Location
Address
21 THIRD AVENUE NORTH
MINNEAPOLIS MN 55401
Phone
952-208-8620
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Headcount Over Time
Total Employees
Advisory Staff
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser