CLOVERLAY INVESTMENT MANAGEMENT, LLC
CRD #277170 SEC #801-106613 CONSHOHOCKEN, PA 484-262-5020
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$806.4M
Employees
18
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.6B | $806.4M | $766.6M | 18 | 0 |
| Jan 2025 | $1.5B | $810.7M | $660.6M | 16 | 0 |
| Mar 2024 | $1.5B | $810.7M | $660.6M | 16 | 0 |
| Jul 2023 | $1.4B | $732.3M | $687.6M | 15 | 0 |
| Mar 2023 | $1.4B | $732.3M | $687.6M | 15 | 0 |
| Dec 2022 | $1B | $589.2M | $446.8M | 13 | 0 |
| Mar 2022 | $1B | $589.2M | $446.8M | 13 | 0 |
| Mar 2021 | $720.8M | $553.2M | $167.6M | 12 | 0 |
| Mar 2020 | $516.9M | $502M | $14.9M | 11 | 0 |
| Mar 2019 | $364.3M | $356M | $8.2M | 11 | 0 |
| Jul 2018 | $345M | $345M | $0 | 9 | 0 |
| Mar 2018 | $345M | $345M | $0 | 9 | 0 |
| Mar 2017 | $284.6M | $284.6M | $0 | 6 | 1 |
| May 2016 | $201.7M | $201.7M | $0 | 4 | 1 |
| Mar 2016 | $201.7M | $201.7M | $0 | 4 | 1 |
| Aug 2015 | $201M | $201M | $0 | 6 | 1 |
DateMar 2025
Total AUM$1.6B
Discretionary$806.4M
Non-Disc.$766.6M
Employees18
Clients0
DateJan 2025
Total AUM$1.5B
Discretionary$810.7M
Non-Disc.$660.6M
Employees16
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$810.7M
Non-Disc.$660.6M
Employees16
Clients0
DateJul 2023
Total AUM$1.4B
Discretionary$732.3M
Non-Disc.$687.6M
Employees15
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$732.3M
Non-Disc.$687.6M
Employees15
Clients0
DateDec 2022
Total AUM$1B
Discretionary$589.2M
Non-Disc.$446.8M
Employees13
Clients0
DateMar 2022
Total AUM$1B
Discretionary$589.2M
Non-Disc.$446.8M
Employees13
Clients0
DateMar 2021
Total AUM$720.8M
Discretionary$553.2M
Non-Disc.$167.6M
Employees12
Clients0
DateMar 2020
Total AUM$516.9M
Discretionary$502M
Non-Disc.$14.9M
Employees11
Clients0
DateMar 2019
Total AUM$364.3M
Discretionary$356M
Non-Disc.$8.2M
Employees11
Clients0
DateJul 2018
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$284.6M
Discretionary$284.6M
Non-Disc.$0
Employees6
Clients1
DateMay 2016
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees4
Clients1
DateAug 2015
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees6
Clients1