9AT: CLOVERFIELDS CAPITAL GROUP, LP

Adviser Profile

As of Date	03/26/2026
Registration	SEC, Approved, 01/02/2020
ADV Location	MINNEAPOLIS, MN, United States
Contact Info	952 xxxxxxx
Websites

AUM^*	358,667,263 5%
of that, discretionary	358,667,263 5%
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	6,183,918 14%
% High Net Worth	94.83% 0%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

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

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name BAKER TILLY VIRCHOW KRAUSE, LLP	Filing Date01/14/2026	Form ADV-E View Report
Accounting Firm Name BAKER TILLY US, LLP	Filing Date05/23/2024	Form ADV-E View Report
Accounting Firm Name BAKER TILLY US, LLP	Filing Date10/31/2023	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TILLMAN HARTLEY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM746.3m	#Funds-
Adviser ASCENSION ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM200.1m	#Funds-
Adviser SVB WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.1b	#Funds-
Adviser ALPINE PRIVATE WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser ISTO ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser ADALTA CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund717.7k	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund500.0k	Other Fund-	Total Private Fund GAV1.7m	AUM305.5m	#Funds5
Adviser ATLAS CAPITAL ADVISORS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser IRONWOOD INVESTMENT MANAGEMENT, LLC	Hedge Fund14.0k	Liquidity Fund-	Private Equity Fund10.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV10.0m	AUM278.2m	#Funds2
Adviser LONG ROAD INVESTMENT COUNSEL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM346.4m	#Funds-
Adviser MARBLE HARBOR INVESTMENT COUNSEL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.3m	AUM1.3b	#Funds2

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 .”

CLOVERFIELDS CAPITAL GROUP, LP

CLOVERFIELDS CAPITAL GROUP, LP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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CLOVERFIELDS CAPITAL GROUP, LP CLOVERFIELDS CAPITAL GROUP, LP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

CLOVERFIELDS CAPITAL GROUP, LP

CLOVERFIELDS CAPITAL GROUP, LP