CLOVER CREDIT MANAGEMENT, LLC
Adviser information for CLOVER CREDIT MANAGEMENT, LLC last updated from Form ADV on March 28th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 432 |
|---|---|
| Investment Advisory/Research | 238 |
| Registered Broker-Dealer Representatives | 47 |
| 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 | 8 | $3.5B |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $3.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 8 | $3.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 25 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-119797 |
|---|---|
| SEC ERA File Number | 801-119797 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307632 |
| Legal Entity Identifier | 2549008M5CJNORHAQX28 |
Principal Office
345 PARK AVENUE31ST FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 212-503-2100, Fax: 212-503-6930
Websites
apple.co/31pe1gg
blackstone.podbean.com/
open.spotify.com/show/1pqaigd12kgrn8rlijbhe7
soundcloud.com/blackstone-300250613
x.com/blackstone
www.blackstone.com/
www.facebook.com/blackstone/
www.instagram.com/blackstone/?hl=en
www.linkedin.com/company/7834/
www.youtube.com/user/blackstonegroup
mp.weixin.qq.com/s/ftddop2f9zdz1qfbgoqaaa
Chief Compliance Officer
PANAYIOTA (TOULA) BOUGIAMAS
345 PARK AVENUE
31ST FLOOR
NEW YORK
NY
United States
Tel:
212-503-2049
Fax:
212-503-6930
T**************@*************M
(Full email address available in API data)
Regulatory Contact
MARISA BEENEY
GENERAL COUNSEL
345 PARK AVENUE
31ST FLOOR
NEW YORK
NY
United States
Tel:
212-503-2157
Fax:
212-503-6930
M************@*************M
(Full email address available in API data)
Industry Affiliates
| ASK INVESTMENT MANAGERS LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ASSETPOINT FINANCIAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE ASSET BASED FINANCE ADVISORS LP | Other investment adviser, including financial planners |
| BLACKSTONE CLO MANAGEMENT LLC | Other investment adviser, including financial planners |
| BLACKSTONE COMMUNICATIONS ADVISORS I LLC | Other investment adviser, including financial planners |
| BLACKSTONE CORE EQUITY ADVISORS L.L.C. | Other investment adviser, including financial planners |
| BLACKSTONE CREDIT BDC ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLACKSTONE EUROPE FUND MANAGEMENT S.A.R.L. | Other investment adviser, including financial planners |
| BLACKSTONE EUROPE LLP | Other investment adviser, including financial planners |
| BLACKSTONE GROWTH ADVISORS L.L.C. | Other investment adviser, including financial planners |
| BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE IRELAND FUND MANAGEMENT LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE IRELAND LIMITED | Other investment adviser, including financial planners |
| BLACKSTONE ISG-I ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE ISG-II ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE LIQUID CREDIT ADVISORS I LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE LIQUID CREDIT STRATEGIES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE MANAGEMENT PARTNERS IV L.L.C. | Other investment adviser, including financial planners |
| BLACKSTONE MANAGEMENT PARTNERS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE MULTI-ASSET ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | Other investment adviser, including financial planners |
| BLACKSTONE PROPERTY ADVISORS L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. | Other investment adviser, including financial planners |
| BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. | Other investment adviser, including financial planners |
| BLACKSTONE REAL ESTATE ADVISORS L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE REAL ESTATE ADVISORS V L.P. | Other investment adviser, including financial planners |
| BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BLACKSTONE SECURITIES PARTNERS L.P. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| BLACKSTONE SINGAPORE PTE. LTD. | Other investment adviser, including financial planners |
| BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | Other investment adviser, including financial planners |
| BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BSCA ADVISORS L.L.C. | Other investment adviser, including financial planners |
| BX REIT ADVISORS L.L.C. | Other investment adviser, including financial planners |
| BXMT ADVISORS L.L.C. | Other investment adviser, including financial planners |
| CLARUS VENTURES, LLC | Other investment adviser, including financial planners |
| CT HIGH GRADE MEZZANINE MANAGER, LLC | Other investment adviser, including financial planners |
| CT HIGH GRADE PARTNERS II MANAGER, LLC | Other investment adviser, including financial planners |
| CT INVESTMENT MANAGEMENT CO., LLC | Other investment adviser, including financial planners |
| CURRENCIES DIRECT LTD | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ELIC REINSURANCE COMPANY | Insurance company or agency |
| EVERLAKE ASSURANCE COMPANY | Insurance company or agency |
| EVERLAKE DISTRIBUTORS, L.L.C. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| EVERLAKE LIFE INSURANCE COMPANY | Insurance company or agency |
| EVERLAKE REINSURANCE LIMITED | Insurance company or agency |
| FEF DISTRIBUTORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FINANCE OF AMERICA CAPITAL MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FINANCE OF AMERICA SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FIRST EAGLE ALTERNATIVE CREDIT EU MOA, LTD. | Sponsor or syndicator of limited partnerships |
| FIRST EAGLE ALTERNATIVE CREDIT EU, LLC | Other investment adviser, including financial planners |
| FIRST EAGLE ALTERNATIVE CREDIT FUNDING, LLC | Sponsor or syndicator of limited partnerships |
| FIRST EAGLE ALTERNATIVE CREDIT, LLC | Other investment adviser, including financial planners |
| FIRST EAGLE DIRECT LENDING MANAGER III, LLC | Other investment adviser, including financial planners |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | Other investment adviser, including financial planners |
| GRYPHON MUTUAL INSURANCE COMPANY | Insurance company or agency |
| HARVEST FUND ADVISORS LLC | Other investment adviser, including financial planners |
| KI FINANCIAL LIMITED | Insurance company or agency |
| LEXINGTON NATIONAL LAND SERVICES | Insurance company or agency |
| LUMINOR BANK AS | Banking or thrift institution |
| MIDWESTERN UNITED LIFE INSURANCE COMPANY | Insurance company or agency |
| NAPIER PARK GLOBAL CAPITAL LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NIBC BANK N.V. | Other investment adviser, including financial plannersBanking or thrift institution |
| NIBC CREDIT MANAGEMENT, INC. | Other investment adviser, including financial planners |
| PRIMA ASSICURAZIONI S.P.A. | Insurance company or agency |
| REGATTA LOAN MANAGEMENT LLC | Other investment adviser, including financial planners |
| RESOLUTION LIFE AUSTRALASIA LIMITED | Insurance company or agency |
| RESOLUTION LIFE COLORADO, INC. | Insurance company or agency |
| RESOLUTION LIFE GROUP HOLDINGS LTD. | Insurance company or agency |
| RESOLUTION LIFE NEW ZEALAND LTD. | Insurance company or agency |
| RESOLUTION RE LTD. | Insurance company or agency |
| RLNM LIMITED | Insurance company or agency |
| ROARING RIVER II, INC. | Insurance company or agency |
| SECURITY LIFE OF DENVER INSURANCE COMPANY | Insurance company or agency |
| SECURITY LIFE OF DENVER INTERNATIONAL LIMITED | Insurance company or agency |
| STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| THE BLACKSTONE GROUP (HK) LIMITED | Other investment adviser, including financial planners |
| THE BLACKSTONE GROUP JAPAN K.K. | Other investment adviser, including financial planners |
| WESTLAND INSURANCE GROUP LTD. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLOVER CLO 2018-1, LLC | Securitized Asset Fund | $503.2M | $0.3M | 0 |
| CLOVER CLO 2019-1 , LTD. | Securitized Asset Fund | $503.2M | $0.3M | 0 |
| CLOVER CLO 2019-2, LLC | Securitized Asset Fund | $507.5M | $0.3M | 0 |
| CLOVER CLO 2020-1, LLC | Securitized Asset Fund | $359.8M | $0.3M | 0 |
| CLOVER CLO 2021-1, LLC | Securitized Asset Fund | $507.7M | $0.3M | 0 |
| CLOVER CLO 2021-2, LLC | Securitized Asset Fund | $406.6M | $0.3M | 0 |
| CLOVER CLO 2021-3, LLC | Securitized Asset Fund | $508.9M | $0.3M | 0 |
| CLOVER CREDIT PARTNERS CLO III, LTD. | Securitized Asset Fund | $200.5M | $0.3M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLACKSTONE HOLDINGS I/II GP LLC | Domestic Entity | BLACKSTONE HOLDINGS I L.P. | GENERAL PARTNER | 06/2007 | 50-75% |
| BLACKSTONE INC. | Domestic Entity | BLACKSTONE HOLDINGS I/II GP LLC | SOLE MEMBER | 06/2007 | > 75% |
| BEENEY, MARISA, JANEL | Individual | – | GENERAL COUNSEL | 02/2023 | < 5% |
| SCOTT, DONALD, DWIGHT | Individual | – | CHAIRMAN OF BLACKSTONE CREDIT AND INSURANCE | 01/2024 | < 5% |
| Bougiamas, Panayiota (Toula), K. | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
| CLOVER HOLDCO LLC | Domestic Entity | – | SOLE MEMBER | 02/2023 | > 75% |
| IANNARONE, THOMAS, LAWRENCE | Individual | – | CHIEF OPERATING OFFICER OF LIQUID CREDIT STRATEGIES | 02/2023 | < 5% |
| vonZuben, Heather, Carey | Individual | – | CHIEF OPERATING OFFICER | 02/2023 | < 5% |
| BLACKSTONE HOLDINGS I L.P. | Domestic Entity | CLOVER HOLDCO LLC | SOLE MEMBER | 02/2023 | > 75% |
| DELLAERT, GILLES, MAURICE | Individual | – | GLOBAL HEAD OF BLACKSTONE CREDIT AND INSURANCE | 01/2024 | < 5% |
| SKINNER, WILLIAM, P | Individual | – | CHIEF FINANCIAL OFFICER | 01/2024 | < 5% |