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Fund of Funds / Seeder SEC Form ADV 7.B Roadshow Hub: Conshohocken, PA HQ: Conshohocken, PA

Cloverlay Investment Management, LLC

$2.4B Total AUM · Institutional LP profile covering 10 historical fund disclosure records ($1.46B parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds, Buyout (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
10
5 Open Source Trails Below
Sum of Disclosed Rows
$1.46B
Total AUM: $2.4B
Median Disclosed Amount
$160.3M
Range: $33.8M – $291.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/10)
1 Gatekeepers · 2 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cloverlay Investment Management, LLC

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 10 total tracked records (+5 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Cloverlay Solutions (Leahi Capital) L.P.Adviser 7.B Vehicle Fund of Funds 2024
$291.2M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cloverlay Fund II, LPAdviser 7.B Vehicle Fund of Funds 2024
$205.8M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cloverlay Solutions L.P. - Series AlphaAdviser 7.B Vehicle Fund of Funds 2024
$194.3M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cloverlay Solutions (Bravo) L.P.Adviser 7.B Vehicle Fund of Funds 2024
$193.0M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Coverlay Solutions (Bravo II) L.P.Adviser 7.B Vehicle Fund of Funds 2024
$160.3M
Adviser-managed fund GAV · As of March 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cloverlay Investment Management, LLC

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cloverlay Investment Management, LLC

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cloverlay Investment Management, LLC (2 shared vehicles tracked; showing top 1 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Mr and Mrs Samuel Oschin Family Foundation

Private Foundation Woodland Hills, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cloverlay Fund II, LP (2024 Vintage)
Cloverlay Investment Management, LLC: $205.8M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Mr and Mrs Samuel Oschin Family Foundation: $1.0M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Additional shared vehicles: Cloverlay Fund I L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cloverlay Investment Management, LLC

You are viewing 5 open public preview records (out of 10 total tracked records for Cloverlay Investment Management, LLC) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 10 tracked historical disclosure records (+5 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Strategies Disclosed by Cloverlay Investment Management, LLC

Fund of Funds LPs →Buyout LPs →

Frequently Asked Questions: Cloverlay Investment Management, LLC

What type of institutional allocator is Cloverlay Investment Management, LLC and what is their typical disclosed ticket size?

Cloverlay Investment Management, LLC is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Conshohocken, PA; Headquarters: Conshohocken, PA). Across 10 historical disclosure records tracked on Prilago ($1.46B total parsed USD across disclosed rows), the median disclosed amount is $160.3M (range: $33.8M to $291.2M).

Which private-market strategies appear in Cloverlay Investment Management, LLC's public disclosures?

Cloverlay Investment Management, LLC has disclosed records across Fund of Funds, Buyout. Open preview records include Cloverlay Solutions (Leahi Capital) L.P. (2024 Vintage), Cloverlay Fund II, LP (2024 Vintage), Cloverlay Solutions L.P. - Series Alpha (2024 Vintage), Cloverlay Solutions (Bravo) L.P. (2024 Vintage).

How are Cloverlay Investment Management, LLC's historical records substantiated and separated from active searches on Prilago?

Records for Cloverlay Investment Management, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cloverlay Investment Management, LLC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cloverlay-investment-management-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cloverlay Investment Management, LLC?

In Prilago's bilateral commitment graph, Cloverlay Investment Management, LLC shares resolved underlying fund vehicles with 1 institutional LPs across 2 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Mr and Mrs Samuel Oschin Family Foundation (2 shared vehicles, e.g. Cloverlay Fund II, LP (2024 Vintage)).

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