Data / Investment advisers / Pennsylvania / Cloverlay Investment Management, LLC
Cloverlay Investment Management, LLC, Conshohocken, PA: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cloverlay Investment Management, LLC is an SEC registered investment adviser with its main office in Conshohocken, Pennsylvania and reports $1.8 billion in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 11 private funds.
The request: Watch Cloverlay Investment Management, LLC (CRD number 277170): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 277170
- SEC file number
- 801-106613
- SEC status
- Approved, effective September 8, 2015
- Main office
- 161 Washington Street Suite 1650, Conshohocken, PA 19428
- Phone
- (484) 262-5020
- Website
- cloverlay.com
- Regulatory AUM
- $1,830,952,939 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $818,045,185
- Non discretionary AUM
- $1,012,907,754
- Accounts
- 13
- Employees
- 18, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 11: 11 private equity funds
- Gross assets of private funds
- $1,818,287,865
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $1.83 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.83 billion | March 30, 2026 |
| December 1, 2025 | $1.57 billion | March 27, 2025 |
Other advisers in Conshohocken
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Centersquare Investment Management LLC | Conshohocken | $13.70 billion | 19 | adviserinfo.sec.gov |
| Arin Risk Advisors LLC | Conshohocken | $10.19 billion | 1 | adviserinfo.sec.gov |
| Hornor, Townsend & Kent, LLC | Conshohocken | $9.01 billion | Not listed | adviserinfo.sec.gov |
| Pitcairn | Conshohocken | $5.87 billion | Not listed | adviserinfo.sec.gov |
| Copeland Capital Management, LLC | Conshohocken | $4.06 billion | Not listed | adviserinfo.sec.gov |
| Compass Ion Advisors, LLC | Conshohocken | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Electra Capital | Conshohocken | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Ironview Capital Management, LLC | Conshohocken | $1.39 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Conshohocken, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Cloverlay Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.