CLOVERFIELDS CAPITAL GROUP, LP

Adviser information for CLOVERFIELDS CAPITAL GROUP, LP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 66 $299.2M
Non-Discretionary 0 $0
Total 66 $299.2M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 63 $244.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $55.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-117829
SEC ERA File Number 801-117829
SEC CIK Numbers 1819581
SEC CRD Numbers 306590
Legal Entity Identifier None

Principal Office

21 THIRD STREET NORTH, SUITE 400
MINNEAPOLIS
MN
United States
Monday - Friday, 9 AM - 5 PM
Tel: 952-208-8620, Fax: None

Chief Compliance Officer

MICHAEL DESLAURIERS
VICE PRESIDENT
21 THIRD STREET NORTH, SUITE 400
MINNEAPOLIS
MN
United States
Tel: 952-208-8620
Fax: 952-208-8630
(Full email address available in API data)

Industry Affiliates

CLOVERTRUST, LLC Trust company

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
NEIMANN, DOUGLAS, ARTHUR Individual MANAGING DIRECTOR 09/2019 < 5%
HEMSLEY, STEPHEN, JOSEPH Individual OWNER 07/2019 > 75%
DESLAURIERS, MICHAEL Individual VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/2021 < 5%

No. Employees, Historic

105020192020202120222023202420254 on 11/19/20196 on 4/24/20206 on 4/30/20206 on 6/24/20206 on 8/12/202010 on 3/30/202110 on 7/13/202110 on 12/21/202110 on 12/21/202110 on 1/11/202210 on 2/8/20229 on 3/24/20229 on 3/31/20233 on 3/29/2024

RAUM, Historic

400M200M0202020212022202320242025254226878 on 4/24/2020254226878 on 4/30/2020254226878 on 6/24/2020254226878 on 8/12/2020296407440 on 3/30/2021296407440 on 7/13/2021296407440 on 12/21/2021296407440 on 12/21/2021296407440 on 1/11/2022296407440 on 2/8/2022347039823 on 3/24/2022329297084 on 3/31/2023299172740 on 3/29/2024

No. Clients, Historic

7035020192020202120222023202420250 on 11/19/20198 on 4/24/20208 on 4/30/20208 on 6/24/20208 on 8/12/202019 on 3/30/202119 on 7/13/202119 on 12/21/202119 on 12/21/202119 on 1/11/202219 on 2/8/202259 on 3/24/202268 on 3/31/202366 on 3/29/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADECOAGRO S A COM 2M 179K
ADVANCED MICRO DEVICES INC COM 4M 22K
AES CORP COM 4M 222K
ALBEMARLE CORP COM 319K 3K
ALCOA CORP COM 1M 26K
ALIBABA GROUP HLDG LTD SPONSORED ADS 1M 19K
ALPHABET INC CAP STK CL C 8M 42K
AMAZON COM INC COM 7M 39K
ARCH CAP GROUP LTD ORD 8M 75K
ASML HOLDING N V N Y REGISTRY SHS 4M 3K
ASTRAZENECA PLC SPONSORED ADR 3M 38K
AUTOMATIC DATA PROCESSING IN COM 7M 28K
BARRICK GOLD CORP COM 785K 47K
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 15K
BRF SA SPONSORED ADR 2M 569K
BRITISH AMERN TOB PLC SPONSORED ADR 2M 73K
CANADIAN NAT RES LTD COM 2M 66K
CANADIAN PACIFIC KANSAS CITY COM 9M 110K
CENOVUS ENERGY INC COM 661K 34K
CHENIERE ENERGY INC COM NEW 5M 28K
CHESAPEAKE ENERGY CORP COM 697K 8K
CIVITAS RESOURCES INC COM NEW 453K 7K
CNH INDL N V SHS 1M 141K
CONSOL ENERGY INC NEW COM 7M 65K
CONSTELLATION ENERGY CORP COM 441K 2K
CORPAY INC COM SHS 5M 21K
COUPANG INC CL A 2M 117K
CRH PLC ORD 2M 29K
EATON CORP PLC SHS 962K 3K
EXXON MOBIL CORP COM 929K 8K
FISERV INC COM 7M 44K
FLUOR CORP NEW COM 716K 16K
FREEPORT-MCMORAN INC CL B 939K 19K
GE AEROSPACE COM NEW 1M 7K
GE VERNOVA INC COM 760K 4K
GENPACT LIMITED SHS 936K 29K
GLOBAL E ONLINE LTD SHS 2M 61K
GOLAR LNG LTD SHS 3M 105K
GRACO INC COM 476K 6K
GXO LOGISTICS INCORPORATED COMMON STOCK 2M 38K
HARMONY GOLD MINING CO LTD SPONSORED ADR 945K 103K
HDFC BANK LTD SPONSORED ADS 2M 25K
IAC INC COM NEW 4M 75K
ICICI BANK LIMITED ADR 1M 51K
INTUIT COM 3M 5K
ISHARES TR MSCI USA QLT FCT 853K 5K
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 1M 219K
KBR INC COM 5M 79K
KOSMOS ENERGY LTD COM 719K 130K
KT CORP SPONSORED ADR 2M 120K
LAM RESEARCH CORP COM 4M 4K
LAUDER ESTEE COS INC CL A 2M 15K
LINDE PLC SHS 803K 2K
MASTERCARD INCORPORATED CL A 5M 11K
MERCADOLIBRE INC COM 1M 704
META PLATFORMS INC CL A 7M 13K
MICRON TECHNOLOGY INC COM 6M 47K
MICROSOFT CORP COM 7M 17K
MOODYS CORP COM 6M 13K
NETFLIX INC COM 6M 9K
NEXTERA ENERGY INC COM 327K 5K
NIKE INC CL B 4M 59K
NOVO-NORDISK A S ADR 4M 27K
NU HLDGS LTD ORD SHS CL A 3M 237K
NVIDIA CORPORATION COM 6M 46K
OTIS WORLDWIDE CORP COM 9M 93K
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 3M 218K
PHILIP MORRIS INTL INC COM 7M 70K
RIO TINTO PLC SPONSORED ADR 619K 9K
S&P GLOBAL INC COM 5M 11K
SCHWAB CHARLES CORP COM 6M 88K
SEA LTD SPONSORD ADS 3M 43K
SENSATA TECHNOLOGIES HLDG PL SHS 546K 15K
SERVICENOW INC COM 3M 3K
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 569K 14K
SOUTHWESTERN ENERGY CO COM 979K 145K
SPDR GOLD TR GOLD SHS 5M 22K
STARBUCKS CORP COM 5M 58K
SUNRUN INC COM 360K 30K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 3M 18K
TECK RESOURCES LTD CL B 6M 122K
THERMO FISHER SCIENTIFIC INC COM 6M 11K
TOTALENERGIES SE SPONSORED ADS 4M 53K
TRANSDIGM GROUP INC COM 5M 4K
TRANSOCEAN LTD REGISTERED SHS 5M 894K
UBER TECHNOLOGIES INC COM 2M 31K
UBS GROUP AG SHS 2M 74K
VALE S A SPONSORED ADS 2M 172K
VERTIV HOLDINGS CO COM CL A 1M 15K
VISA INC COM CL A 4M 16K
WELLS FARGO CO NEW COM 6M 100K
WORKDAY INC CL A 2M 10K
XP INC CL A 1M 58K
YUM CHINA HLDGS INC COM 634K 21K