# Clover Leaf Financial LLC

Clover Leaf Financial LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/clover-leaf-financial-llc

## Regulatory record

- **CRD number:** 335751
- **SEC file number:** 801-132741
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335751

## About

CLOVER LEAF FINANCIAL LLC is an SEC-registered investment adviser in FAIRPORT, NY, registered since 2025. The firm manages approximately $75 million in regulatory assets. It has 4 employees and 2 investment advisers.

## Questions

### How does Clover Leaf Financial source proprietary deal flow?

Without any public profile or transaction disclosure, it is unknown how Clover Leaf Financial sources investments. The firm does not appear in any industry databases, fund documents, or co-investment announcements. Its sourcing model is entirely opaque.

### Does Clover Leaf Financial participate in fund commitments or only direct deals?

There is no public record of Clover Leaf Financial participating in any fund commitments or direct deals. The firm has not been listed as an investor in any fund formation, SPV, or syndicated transaction.

### What investment stages does Clover Leaf Financial typically target?

No investment stage preference has been publicly attributed to Clover Leaf Financial. The firm has not disclosed any focus on venture capital, growth equity, buyout, real estate, or other stages.

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- [Schooner Wealth Management](https://altss.com/profile/schooner-wealth-management)
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Last updated: 2026-07-06T01:24:14.225Z

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