9AT: CLOVERFIELDS CAPITAL GROUP, LP

CLOVERFIELDS CAPITAL GROUP, LP

other names

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Adviser Profile

As of Date	06/12/2025
Adviser Type - Large advisory firm
Number of Employees	2 -77.78%
of those in investment advisory functions	1 -88.89%
Registration	SEC, Approved, 01/02/2020

AUM^*	340,346,006 3.36%
of that, discretionary	340,346,006 3.36%
Private Fund GAV^*	0
Avg Account Size	5,402,318 11.56%
% High Net Worth	95.24% -0.37%
SMA’s	Yes
Private Funds	0
Contact Info	952 xxxxxxx
Websites

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

347M 297M 248M 198M 149M 99M 50M

2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Cloverfields Capital Group, LP, (“Cloverfields”) a Delaware corporation, provides investment management services to Clients through its Core Alpha investment strategies (“Core Alpha”) which are managed for clients via separately managed accounts (herein “Client”). All references to Cloverfields herein relate solely to the investment management services offered to Clients via the Core Alpha strategies. Cloverfields commenced operations in January 2020. As of December 31, 2023, Cloverfields managed $299,172,740 in client assets on a discretionary basis. Cloverfields is controlled by Stephen J. Hemsley (the “Principal”). Cloverfields offers its long-only, public-equity strategies to clients and seeks to outperform client specific benchmarks relevant to each strategy’s mandate. The investment process utilizes publicly available holdings information and quantitative

methods to create diversified equity portfolios. This involves identifying public equity opportunities across countries, sectors, and styles and managing, monitoring, and buying and selling public securities on Client’s behalf. Clients’ Separately Managed Accounts are individually managed according to one of the offered public equity investment strategies, subject to the Clients’ stated investment objectives and investment guidelines. Cloverfields’ investment advisory services are detailed in the relevant investment management agreements (each, an “IMA,” and collectively, the “IMAs”) between Cloverfields and the Client, and such investment advisory services are further described below under “Methods of Analysis, Investment Strategies and Risk of Loss .”