# Cloverpoint, LLC

> Cloverpoint, LLC is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 335407
- Filed as: CLOVERPOINT, LLC
- 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/335407
- AdvisorCensus page: https://advisorcensus.com/firm/cloverpoint-llc-minneapolis-mn-335407

## Quick answers

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

**Where is Cloverpoint, LLC located?**
Cloverpoint, LLC's principal office is in Minneapolis, MN, according to its Form ADV.

**Is Cloverpoint, LLC registered with the SEC or a state?**
Cloverpoint, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335407.

**How much does Cloverpoint, LLC manage?**
Cloverpoint, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 26, 2026.

**How have Cloverpoint, LLC's assets and staff changed since 2025?**
In the Form ADV data for Cloverpoint, LLC: Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cloverpoint, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Cloverpoint, LLC 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/335407

## From the Form ADV filing

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cloverpointcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 2 | June 12, 2025 |
| October 2026 | $0 | 2 | March 26, 2026 |

Total employees: 2 in October 2025 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cloverpoint, LLC (CRD 335407): Form ADV filing data as of October 2026.