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CLOVERPOINT, LLC

MINNEAPOLIS, MN · CRD 335407 · IAPD ↗ · cloverpointcapital.com · 952-208-8620

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — CLOVERPOINT, LLC (MINNEAPOLIS, MN) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.