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Clover Leaf Financial LLC

● SEC registered since 2025CRD 335751SEC# 801-132741Fairport, NY
Export (members)
Reg. AUM
$54M
Employees
4
Accounts
275
Location
Fairport, NY

Clover Leaf Financial LLC assets under management

Clover Leaf Financial LLC is a registered investment adviser overseen by the SEC based in Fairport, NY. The firm has been registered since 2025. It reports $54 million in regulatory assets under management and employs 4 people.
www.cloverleafteam.comView on SEC.gov ↗

Clover Leaf Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Christian Kelley ControlManaging Partner, Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Clover Leaf Financial LLC manage?

Clover Leaf Financial LLC reports $54 million in regulatory assets under management on its Form ADV.

How many employees does Clover Leaf Financial LLC have?

Clover Leaf Financial LLC reports 4 employees.

Where is Clover Leaf Financial LLC located?

Clover Leaf Financial LLC is based in Fairport, NY and has been SEC-registered since 2025.

Does Clover Leaf Financial LLC disclose fund performance?

Clover Leaf Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1387 Fairport Rd., Suite 620, Fairport, NY 14450
Phone585-899-3940
Office hours9:00 a.m. To 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$54M
Non-discretionary$0
Total (RAUM)$54M