CLOVER ASSET MANAGEMENT, LLC
Adviser information for CLOVER ASSET MANAGEMENT, LLC last updated from Form ADV on February 27th, 2023. 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 | Kansas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-77368 |
|---|---|
| SEC ERA File Number | 802-77368 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166028 |
| Legal Entity Identifier | None |
Principal Office
7227 METCALF AVENUESUITE 201
OVERLAND PARK
KS
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 913-428-8278, Fax: 913-428-8279
Chief Compliance Officer
DAVID P. DYER
MANAGING MEMBER
7227 METCALF AVENUE
SUITE 201
OVERLAND PARK
KS
United States
Tel:
913-428-8278
D***@*********M
(Full email address available in API data)
Industry Affiliates
| ALLIANCE AFFILIATED EQUITIES CORPORATION | Other investment adviser, including financial planners |
| ALLIANCE ENERGY MANAGEMENT 2017, LLC | Sponsor or syndicator of limited partnerships |
| ALLIANCE ENERGY MANAGEMENT 2018, LLC | Sponsor or syndicator of limited partnerships |
| ALLIANCE ENERGY MANAGEMENT 2019, LLC | Sponsor or syndicator of limited partnerships |
| ALLIANCE ENERGY MANAGEMENT 2021, LLC | Sponsor or syndicator of limited partnerships |
| ALLIANCE ENERGY MANAGEMENT 2022, LLC | Sponsor or syndicator of limited partnerships |
| ALLIANCE ENERGY MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
| ALLIANCE ENERGY MANANGEMENT 2020, LLC | Sponsor or syndicator of limited partnerships |
| ALLIANCE PARTNERSHIP MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| NETLEND, LLC | DEBT | $6.1M | $0.1M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PAM, LLC | Domestic Entity | – | MEMBER | 05/2012 | > 75% |
| CAM, LLC | Domestic Entity | – | MANAGING MEMBER | 05/2012 | 10-25% |