{ "crd_number": 307632, "slug": "clover-credit-management-llc-new-york-ny-307632", "primary_business_name": "CLOVER CREDIT MANAGEMENT, LLC", "legal_name": "CLOVER CREDIT MANAGEMENT, LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-11-16", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 3471419706.0, "raum_discretionary": 3471419706.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 711, "advisory_employees": 408, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3471419706.0, "count": 8 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://apple.co/31Pe1Gg", "https://blackstone.com", "https://blackstone.podbean.com", "https://facebook.com/blackstone", "https://instagram.com/blackstone", "https://linkedin.com/company/blackstonegroup", "https://mp.weixin.qq.com/s/FtddoP2F9zDZ1QFBgOQAAA", "https://open.spotify.com/artist/52Eom8vQxM8Lk75ZZlf2hJ", "https://pandora.com/artist/blackstone/ARvlPz9Plblrlmg", "https://soundcloud.com/blackstone-300250613", "https://spoti.fi/2LJ1tHG", "https://x.com/blackstone", "https://youtube.com/user/blackstonegroup" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307632", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/clover-credit-management-llc-new-york-ny-307632", "display_name": "Clover Credit Management, LLC", "summary": "Clover Credit Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Clover Credit Management, LLC (CRD 307632): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Clover Credit Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Clover Credit Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Clover Credit Management, LLC located?", "a": "Clover Credit Management, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F)." }, { "q": "Is Clover Credit Management, LLC registered with the SEC or a state?", "a": "Clover Credit Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307632." }, { "q": "How much does Clover Credit Management, LLC manage?", "a": "Clover Credit Management, LLC reports $3,471,419,706 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Clover Credit Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Clover Credit Management, LLC: Regulatory assets under management: $1,419,618,316 in the October 2021 data and $3,471,419,706 in the October 2026 data, up 145%. Total employees: 20 in October 2021 and 711 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Clover Credit Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)." }, { "q": "Does Clover Credit Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307632" }, { "q": "What changed in Clover Credit Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 303 to 408. Changed its office addresses in London. Added an office in San Francisco, CA. Added an office in Washington, DC." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1419618316.0, "total_employees": 20, "filing_date": "2021-08-19" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3794948992.0, "total_employees": 19, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3637061972.0, "total_employees": 404, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3497429723.0, "total_employees": 432, "filing_date": "2024-08-01" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3571900192.0, "total_employees": 542, "filing_date": "2025-07-08" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3471419706.0, "total_employees": 711, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 303 to 408.", "Changed its office addresses in London.", "Added an office in San Francisco, CA.", "Added an office in Washington, DC." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/clover-credit-management-llc-new-york-ny-307632.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 3471419706.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307632", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }