Cloverfield Capital Management L.P. (Santa Monica)


Cloverfield Capital Management L.P. is a large advisory firm based in Santa Monica. It manages $2.87 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Cloverfield Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cloverfield Capital Management: assets under management

The assets under management (AUM) of Cloverfield Capital Management L.P. is $2.87 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $485.77 million in discretionary accounts and $2.39 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.89 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.39 billion.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cloverfield Capital Management L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Brian D Berman Managing director 1 Apr 2013 Other 5279745

Based in Santa Monica

The principal office where Cloverfield Capital Management L.P. performs its advisory services is located at 1620 26 Th Street, Santa Monica, CA 90404 4045, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-907-0450 or by fax 310-828-5747. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.