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CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590File 801-117829
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$358.7M
Below cohort median (national)
Discretionary AUM
$358.7M
Clients
58
58 accounts
Employees
2
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2020
- Principal office
- 21 THIRD STREET NORTH, SUITE 400, MINNEAPOLIS, MN, 55401-7510
- Phone
- 952-208-8620
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $358.7M
- Discretionary AUM
- $358.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 58
- Non-discretionary accounts
- 0
- Total accounts
- 58
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $64.1M |
| High net worth individuals | 55 | $294.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 63 | 58 | decreased by5 |
| Apr 1, 2026 | AUM | $340,346,006 | $358,667,263 | increased by$18,321,257 |
| Apr 1, 2026 | Accounts | 63 | 58 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 2 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 59 | 63 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $347,039,823 | $340,346,006 | decreased by$6,693,817 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 59 | 63 | increased by4 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 19 | 59 | increased by40 |
| Apr 1, 2022 | AUM | $296,407,440 | $347,039,823 | increased by$50,632,383 |
| Apr 1, 2022 | Accounts | 19 | 59 | increased by40 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLOVERFIELDS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLOVERFIELDS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.