Cloverlay Investment Management, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $818M
- Clients
- 13
- Avg AUM / client
- $141M
- Accounts
- 13
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.8B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cloverlay Solutions (Leahi Capital) L.P. | Private Equity Fund | Delaware | $291M | 2 |
| Cloverlay Fund Ii, Lp | Private Equity Fund | Delaware | $206M | 102 |
| Cloverlay Solutions L.P. Series Alpha | Private Equity Fund | Delaware | $194M | 5 |
| Cloverlay Solutions (Bravo) L.P. | Private Equity Fund | Delaware | $193M | 5 |
| Coverlay Solutions (Bravo Ii) L.P. | Private Equity Fund | Delaware | $160M | 5 |
| Coverlay Fund Iii, Lp | Private Equity Fund | Delaware | $152M | 18 |
| Cloverlay Fund I L.P. master | Private Equity Fund | Delaware | $134M | 137 |
| Cloverlay Direct Assets, Lp | Private Equity Fund | Delaware | $55.1M | 39 |
| Cloverlay Fund I (Offshore), Lp | Private Equity Fund | Cayman Islands | $36.2M | 9 |
| Cloverlay Sports Assets Spv L.P. | Private Equity Fund | Delaware | $33.8M | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Collins, Jeffrey, Newland | Manager Of Cloverlay Partners Management Company, Llc | Jun 2015 (11y) | ≈ 18.75% – 50% via Cloverlay Partners Management Company, Llc | |
| Pulfrey, Cory, Scott | Manager Of Cloverlay Partners Management Company, Llc | Jun 2015 (11y) | Less than 5% | |
| Rodzewicz, Christopher | Manager Of Cloverlay Partners Management Company, Llc | Jun 2015 (11y) | Less than 5% | |
| Hassan, Omar | Chief Financial Officer, Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Corbett, Kendra, Hass | Manager Of Cloverlay Partners Management Company, Llc | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cloverlay Partners Management Company, Llc | Parent Holding Company Of Cloverlay Investment Management, Llc | Nov 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Collins, Jeffrey, Newland: 25% – 50% of Cloverlay Partners Management Company, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cloverlay Solutions (Leahi Capital) L.P. | Private Equity Fund | $291M | $1.0M | 2 |
| Cloverlay Fund Ii, Lp | Private Equity Fund | $206M | $5.0M | 102 |
| Cloverlay Solutions L.P. Series Alpha | Private Equity Fund | $194M | $1.0M | 5 |
| Cloverlay Solutions (Bravo) L.P. | Private Equity Fund | $193M | $1.0M | 5 |
| Coverlay Solutions (Bravo Ii) L.P. | Private Equity Fund | $160M | $1.0M | 5 |
| Coverlay Fund Iii, Lp | Private Equity Fund | $152M | $5.0M | 18 |
| Cloverlay Fund I L.P. | Private Equity Fund | $134M | $1.0M | 137 |
| Cloverlay Direct Assets, Lp | Private Equity Fund | $55.1M | $5.0M | 39 |
| Cloverlay Fund I (Offshore), Lp | Private Equity Fund | $36.2M | $1.0M | 9 |
| Cloverlay Sports Assets Spv L.P. | Private Equity Fund | $33.8M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 3.51 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/30/2026 | 3.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗