# Cloverfields Capital Group, LP

> Cloverfields Capital Group, LP is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 306590
- Filed as: CLOVERFIELDS CAPITAL GROUP, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306590
- AdvisorCensus page: https://advisorcensus.com/firm/cloverfields-capital-group-lp-minneapolis-mn-306590

## Quick answers

**How is Cloverfields Capital Group, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Cloverfields Capital Group, LP reports these compensation arrangements: a percentage of assets under its management.

**What does Cloverfields Capital Group, LP's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.35% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cloverfields Capital Group, LP located?**
Cloverfields Capital Group, LP's principal office is in Minneapolis, MN, according to its Form ADV.

**Is Cloverfields Capital Group, LP registered with the SEC or a state?**
Cloverfields Capital Group, LP is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306590.

**How much does Cloverfields Capital Group, LP manage?**
Cloverfields Capital Group, LP reports $358,667,263 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Cloverfields Capital Group, LP's assets and staff changed since 2021?**
In the Form ADV data for Cloverfields Capital Group, LP: Regulatory assets under management: $296,407,440 in the October 2021 data and $358,667,263 in the October 2026 data, up 21%. Total employees: 10 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cloverfields Capital Group, LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); charitable organizations (3).

**Which custodians does Cloverfields Capital Group, LP use?**
Cloverfields Capital Group, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Cloverfields Capital Group, LP report any disciplinary disclosures?**
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/306590

**Does Cloverfields Capital Group, LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Cloverfields generally requires a minimum investment amount of $1,000,000. Such a minimum investment amount may be waived by Cloverfields, in its sole discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.35% to 0.5% a year (a range, as the brochure states it)

> Cloverfields charges its management fee equal to the specific percentage agreed to within the Client’s IMA (e.g., ranging from 0.35% to 0.50% per annum) of the value of the assets managed as of the end of the previous quarter.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Cloverfields generally requires a minimum investment amount of $1,000,000. Such a minimum investment amount may be waived by Cloverfields, in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- Northern Trust Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $358,667,263
- Discretionary: $358,667,263
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 55 | $294,533,364 |
| Charitable organizations | 3 | $64,133,899 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN, NH, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @cloverfields-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $296,407,440 | 10 | July 13, 2021 |
| October 2022 | $347,039,823 | 9 | March 24, 2022 |
| October 2023 | $329,297,084 | 9 | March 31, 2023 |
| October 2024 | $299,172,740 | 3 | March 29, 2024 |
| October 2025 | $340,346,006 | 2 | June 12, 2025 |
| October 2026 | $358,667,263 | 2 | March 26, 2026 |

Regulatory assets under management: $296,407,440 in the October 2021 data and $358,667,263 in the October 2026 data, up 21%.
Total employees: 10 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cloverfields Capital Group, LP (CRD 306590): Form ADV filing data as of October 2026.