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CLOVERLAY INVESTMENT MANAGEMENT, LLC

CRD 277170 · SEC 801-106613

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161 WASHINGTON STREET, SUITE 1650, CONSHOHOCKEN, PA, 19428, United States

Phone

(484) 262-5020

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.83B

Discretionary AUM

$818.0M

Team

18 total employees; 10 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles13$1.83B

States served

PA

All web addresses on file

Official SEC filing: View on IAPD