Clover Partners, L.P. (Dallas)

Clover Partners, L.P. is an adviser based in Dallas. It manages $87.26 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.

Clover Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clover Partners: assets under management

The assets under management (AUM) of Clover Partners, L.P. is $87.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $87.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.26 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clover Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Clover Partners serves?

The only and largest group of clients of Clover Partners is pooled investment vehicles with 1 clients and $87.26 million of assets under management. Among the 1 most similar advisory firms, Clover Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $87.26 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Clover Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Clover Partners, L.P.

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Clover Partners	General partner	1 Oct 1999	Other	112420
Michael Christopher Mewhinney	Limited partner	1 Oct 1999	25% - 50%	332954
Samuel Steele Moore	Limited partner / chief compliance officer	1 Oct 1999	Other	339305
Llc Clover Investments	General partner	1 Oct 1999	Other	xxx-xx-xxxx
John Luke Strauss	Member	1 Oct 1999	Other	4453557
Thomas John Donovan	Member	1 Oct 1999	Other	1429044
Timothy Michael Kelley	Member	1 Oct 1999	Other	3022680
Jacqueline Deeann Freeman	Member	1 Oct 1999	Other	4538322
Llc Clover Investments	General partner	1 Jan 2000	Other	112420
Lupton Chadwick Woodson	Limited partner	1 Jan 2003	Other	4767244
Thomas John Donovan	Chief compliance officer	1 Jan 2003	Other	1429044
George Austin Miller	Limited partner	1 Dec 2004	Other	2535274
Jennifer Katharine Thill	Chief operations officer	1 Jan 2005	Other	4907229
Jennifer Katharine Boling	Chief operations officer	1 Jan 2005	Other	4907229
James Edwin Sowell	Limited partner	1 Sep 2005	Other	5046514
John Alexander Guerry	Limited partner	1 Apr 2007	50% - 75%	5325466
John Guerry	Limited partner	1 Apr 2007	Other	5325466
John A. Guerry	Limited partner	1 Apr 2007	Other	5325466
Jennifer Katharine Thill	Chief compliance officer	1 Jun 2007	Other	4907229
Jennifer Katharine Boling	Chief compliance officer	1 Jun 2007	Other	4907229
John Rouse	Chief compliance officer	1 May 2011	Other	xxx-xx-xxxx
John S. Relton	Chief compliance officer	1 Jun 2015	Other	6519252
John Samuel Aaron Relton	Chief compliance officer	1 Jun 2015	Other	6519252
Llc Clover Partners Management	General partner	1 Nov 2015	Other	47-5559002
Mike Israel Shafir	Limited partner	1 Mar 2018	25% - 50%	4450341

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lupton Chadwick Woodson	Member	1 Jan 2004	Other	4767244
Michael Christopher Mewhinney	Member	1 Jan 2015	25% - 50%	332954
Samuel Steele Moore	Member	1 Jan 2015	25% - 50%	339305
John Alexander Guerry	Manager	1 Nov 2015	50% - 75%	5325466
Michael Christopher Mewhinney	Member	1 Nov 2015	25% - 50%	332954
Mike Israel Shafir	Manager	1 Apr 2018	25% - 50%	4450341

Based in Dallas

The principal office where Clover Partners, L.P. performs its advisory services is located at 100 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-273-5200 or by fax 214-273-5199. The normal business hours are 8:00 am-5:00 pm on Other.