SourcingSourcing

CLOVERFIELDS CAPITAL GROUP, LP

B56
CRD 306590·SEC 801-117829·MINNEAPOLIS, MN
AUM
$358.7M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLOVERFIELDS CAPITAL GROUP, LP
CRD
306590
SEC file #
801-117829
EIN
842507388
DBA names
—

Economics

AUM
$358.7M
AUM band
$100M-$500M
AUM trajectory
'21'26
$254.2M → $358.7M▲ +41%
Client mix
Individuals High Net Worth55
Charitable Organizations3

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
6 advisors → 1 advisors▼ -83%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/cloverfields-capital/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEMSLEY, STEPHEN, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HEMSLEY, STEPHEN, JOSEPH
DESLAURIERS, MICHAEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cloverfields.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
13
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001819581
Edgar Registered
Yes
Edgar Filing Count
26
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
24
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001819581-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fidelity2
Northern Trust2
Edgar Addresses
Mailing
21 THIRD STREET NORTH, SUITE 400MINNEAPOLIS, MN 55401
Business
21 THIRD STREET NORTH, SUITE 400MINNEAPOLIS, MN 55401
Edgar EIN
842507388
Edgar Recent Filings
13F-HR2026-05-14 · 0001819581-26-000003
13F-HR2026-02-13 · 0001819581-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7201632
Trust Company Affiliate
No

People (3)

3
HEMSLEY, STEPHEN, JOSEPH
Direct Owner · 87.5%
7201632
DESLAURIERS, MICHAEL, JAMES
Executive Officer · 2.5%
7407939
NEIMANN, DOUGLAS, ARTHUR
Executive Officer · 2.5%
7201625