Chief Compliance Officer, Chief Financial Officer · Cloverlay Investment Management, LLC
Samantha J. Duprez
CRD 8330846 · Named on Form ADV at one SEC-registered adviser
At a glance
Cloverlay Investment Management, LLC, an SEC-registered private fund adviser based in Conshohocken, PA with $1.8 billion in regulatory assets, lists Samantha J. Duprez on its Form ADV as Chief Compliance Officer, Chief Financial Officer, a control person.
Firms and roles
- Cloverlay Investment Management, LLCChief Compliance Officer, Chief Financial OfficerPrivate fund adviser · Conshohocken, PA · $1.8B in regulatory assets
AtlasMembers
Samantha’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher RodzewiczManager of Cloverlay Partners Management Company, LLC, Cloverlay Investment Management, LLC
- Jeffrey N. CollinsManager of Cloverlay Partners Management Company, LLC, Cloverlay Investment Management, LLC
- Cory S. PulfreyManager of Cloverlay Partners Management Company, LLC, Cloverlay Investment Management, LLC
- Kendra H. CorbettManager of Cloverlay Partners Management Company, LLC, Cloverlay Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Samantha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.