DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Clover Credit Management, LLC
Latest filing Mar 30, 2026
First filing on the tape Oct 14, 2020 · 14 filings
SEC status approved since Nov 16, 2020
RAUM
$3.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
711
408 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
8
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$3.5B as of Mar 30, 2026
Mar 31, 2021$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20210 then
Employees (5.A)711 as of Mar 30, 2026
Mar 31, 202120 then
Private funds8 as of Mar 30, 2026
Mar 31, 20215 then
RAUM -2.8% over the last fiscal year-1.5% a year over threeIARs 0 to 0offices 3 to 5
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $434MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=72.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Clover Clo 2021-3, LLC | Securitized Asset Fund | $509M | 0 | Mar 31, 2022 |
| Clover Clo 2021-1, LLC | Securitized Asset Fund | $508M | 0 | Mar 31, 2022 |
| Clover Clo 2019-2, LLC | Securitized Asset Fund | $508M | 0 | Mar 30, 2020 |
| Clover Clo 2018-1, LLC | Securitized Asset Fund | $503M | 0 | Mar 30, 2020 |
| Clover Clo 2019-1 , Ltd. | Securitized Asset Fund | $503M | 0 | Mar 30, 2020 |
| Clover Clo 2021-2, LLC | Securitized Asset Fund | $407M | 0 | Mar 31, 2022 |
| Clover Clo 2020-1, LLC | Securitized Asset Fund | $360M | 0 | Oct 14, 2020 |
| Clover Credit Partners Clo III, Ltd. | Securitized Asset Fund | $201M | 0 | Mar 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Janel Marisa Beeney · General Counselcontrolsince 02/2023 · owns less than 5%
- K. Panayiota (Toula) Bougiamas · Chief Compliance Officercontrolsince 02/2023 · owns less than 5%
- Maurice Gilles Dellaert · Global Head Of Blackstone Credit And Insurancecontrolsince 01/2024 · owns less than 5%
- Ida Hoghooghi · Chief Operating Officercontrolsince 07/2024 · owns less than 5%
- Lawrence Thomas Iannarone · Chief Operating Officer Of Liquid Credit Strategiescontrolsince 02/2023 · owns less than 5%
- P William Skinner · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
Entity owners
- Clover Holdco LLC · Sole Memberdirect · owns 75% or more
- Blackstone Holdings I L.P. · Sole Memberindirect · owns 75% or more of Clover Holdco LLC
- Blackstone Holdings I/II Gp LLC · General Partnerindirect · owns 50% to 75% of Blackstone Holdings I L.P.
- Blackstone Inc. · Sole Memberindirect · owns 75% or more of Blackstone Holdings I/II Gp LLC · public reporting company
Related persons
Schedule D 7.A
- Ask Investment Managers Ltd.broker-dealern
- Assetpoint Financial, LLCbroker-dealern
- Blackstone Alternative Asset Management L.P.investment adviserbanknRAUM $92B
- Blackstone Alternative Credit Advisors LPinvestment adviserbanknRAUM $44B
- Blackstone Alternative Investment Advisors LLCinvestment adviserbanknRAUM $5.4B
- Blackstone Alternative Solutions L.L.C.investment adviserbanknRAUM $20B
- Blackstone Clo Management LLCinvestment advisernRAUM $31B
- Blackstone Communications Advisors I LLCinvestment advisernRAUM $45.3M
- Blackstone Core Equity Advisors L.L.C.investment advisernRAUM $3.7B
- Blackstone Credit Bdc Advisors LLCinvestment adviserbanknRAUM $101B
- Blackstone Credit Systematic Strategies LLCinvestment adviserbankpooled vehicle sponsornRAUM $36B
- Blackstone Europe Fund Management S.A.R.L.investment advisern
- Blackstone Europe Llpinvestment advisern
- Blackstone Growth Advisors L.L.C.investment advisernRAUM $10B
- Blackstone Infrastructure Advisors L.L.C.investment adviserbanknRAUM $80B
- Blackstone Ireland Fund Management Limitedinvestment adviserbanknRAUM $2.5B
- Blackstone Ireland Limitedinvestment advisernRAUM $15B
- Blackstone Isg-I Advisors L.L.C.investment adviserbanknRAUM $184B
- Blackstone Life Sciences Advisors L.L.C.investment adviserbanknRAUM $13B
- Blackstone Liquid Credit Advisors I LLCinvestment adviserbanknRAUM $52B
- Blackstone Liquid Credit Strategies LLCinvestment adviserbanknRAUM $19B
- Blackstone Management Partners IV L.L.C.investment advisernRAUM $2.1B
- Blackstone Management Partners L.L.C.investment adviserbanknRAUM $146B
- Blackstone Multi-Asset Advisors L.L.C.investment adviserbanknRAUM $8.5B
- Blackstone Private Investments Advisors L.L.C.investment advisernRAUM $18B
- Blackstone Property Advisors L.P.investment adviserbanknRAUM $77B
- Blackstone Real Estate Advisors Europe L.P.investment advisernRAUM $2.8B
- Blackstone Real Estate Advisors V L.P.investment advisernRAUM $60.2M
- Blackstone Real Estate Special Situations Advisors L.L.C.investment adviserbankpooled vehicle sponsornRAUM $70B
- Blackstone Securities Partners L.P.broker-dealern
Advisers that list Clover Credit Management, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom31 employees
- Dublin 2, Ireland19 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 30, 2026insurance affiliate (Item 7.A.10): no on the filing of 2025-07-08, yes on the filing of 2026-03-30peers: asset managers, $1B to $5B (1,506)
- office count surgeChange between filings · filing Mar 30, 2026offices other than the principal office (Item 1.F.5) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-04-07 and 2026-03-30; the peer median change was 0.0% (139 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (139) · 99% percentile
What changed
consecutive filings, newest first
- Advisory employees · 303 to 408Jul 8, 2025 to Mar 30, 2026
- BD registered reps · 58 to 72Jul 8, 2025 to Mar 30, 2026
- Employees · 542 to 711Jul 8, 2025 to Mar 30, 2026
- Other offices · 3 to 5Jul 8, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.6B to $3.5BJul 8, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.6B to $3.5BJul 8, 2025 to Mar 30, 2026
- RAUM · $3.6B to $3.5BJul 8, 2025 to Mar 30, 2026
- Related insurance company · false to trueJul 8, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 7, 2025 to Jul 8, 2025
- Advisory employees · 238 to 303Oct 23, 2024 to Apr 7, 2025
- BD registered reps · 47 to 58Oct 23, 2024 to Apr 7, 2025
- Employees · 432 to 542Oct 23, 2024 to Apr 7, 2025
- Other offices · 2 to 3Oct 23, 2024 to Apr 7, 2025
- Discretionary RAUM · $3.5B to $3.6BOct 23, 2024 to Apr 7, 2025
- Pooled vehicle RAUM · $3.5B to $3.6BOct 23, 2024 to Apr 7, 2025
- RAUM · $3.5B to $3.6BOct 23, 2024 to Apr 7, 2025
- Advisory employees · 248 to 238Jan 22, 2024 to Mar 28, 2024
- BD registered reps · 40 to 47Jan 22, 2024 to Mar 28, 2024
- Employees · 404 to 432Jan 22, 2024 to Mar 28, 2024
- Discretionary RAUM · $3.6B to $3.5BJan 22, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $3.6B to $3.5BJan 22, 2024 to Mar 28, 2024
- RAUM · $3.6B to $3.5BJan 22, 2024 to Mar 28, 2024
- Accounts · 11 to 8Mar 24, 2023 to Mar 31, 2023
- Business name · AIG CREDIT MANAGEMENT, LLC to CLOVER CREDIT MANAGEMENT, LLCMar 24, 2023 to Mar 31, 2023
- Pooled vehicle clients · 11 to 8Mar 24, 2023 to Mar 31, 2023
- Legal name · AIG CREDIT MANAGEMENT, LLC to CLOVER CREDIT MANAGEMENT, LLCMar 24, 2023 to Mar 31, 2023
- Discretionary RAUM · $3.8B to $3.6BMar 24, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $3.8B to $3.6BMar 24, 2023 to Mar 31, 2023
- RAUM · $3.8B to $3.6BMar 24, 2023 to Mar 31, 2023
- Employees · 19 to 404Mar 31, 2022 to Mar 24, 2023
- BD registered reps · 0 to 40Mar 31, 2022 to Mar 24, 2023
- Advisory employees · 15 to 248Mar 31, 2022 to Mar 24, 2023
- HQ city · CHARLOTTE to NEW YORKMar 31, 2022 to Mar 24, 2023
- HQ state · NC to NYMar 31, 2022 to Mar 24, 2023
- Accounts · 7 to 11Aug 19, 2021 to Mar 31, 2022
- Pooled vehicle clients · 7 to 11Aug 19, 2021 to Mar 31, 2022
- Employees · 20 to 19Aug 19, 2021 to Mar 31, 2022
- Private funds · 5 to 8Aug 19, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.4B to $3.8BAug 19, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.4B to $3.8BAug 19, 2021 to Mar 31, 2022
Signals
21 dated events
- Dwight Donald Scott (Chairman Of Blackstone Credit And Insurance) no longer on Schedule A of Clover Credit Management, Llc (listed 2024-08-01, absent 2024-10-23)Oct 23, 2024 · Control person left · inference
- Carey Heather Vonzuben (Chief Operating Officer) no longer on Schedule A of Clover Credit Management, Llc (listed 2024-03-28, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
- Ida Hoghooghi (Chief Operating Officer) appeared on Schedule A of Clover Credit Management, LlcAug 1, 2024 · Control person joined · fact
- Harlan Daniel Smith (Head Of Liquid Credit Strategies) no longer on Schedule A of Clover Credit Management, Llc (listed 2023-03-31, absent 2024-01-22)Jan 22, 2024 · Control person left · inference
- Michael Kevin Kresge (Head Of Finance) no longer on Schedule A of Clover Credit Management, Llc (listed 2023-03-31, absent 2024-01-22)Jan 22, 2024 · Control person left · inference
- Maurice Gilles Dellaert (Global Head Of Blackstone Credit And Insurance) appeared on Schedule A of Clover Credit Management, LlcJan 22, 2024 · Control person joined · fact
- P William Skinner (Chief Financial Officer) appeared on Schedule A of Clover Credit Management, LlcJan 22, 2024 · Control person joined · fact
- Janel Marisa Beeney (General Counsel) appeared on Schedule A of Clover Credit Management, LlcMar 24, 2023 · Control person joined · fact
- Dwight Donald Scott (President) appeared on Schedule A of Clover Credit Management, LlcMar 24, 2023 · Control person joined · fact
- K. Panayiota (Toula) Bougiamas (Chief Compliance Officer) appeared on Schedule A of Clover Credit Management, LlcMar 24, 2023 · Control person joined · fact
- Lawrence Thomas Iannarone (Chief Operating Officer Of Liquid Credit Strategies) appeared on Schedule A of Clover Credit Management, LlcMar 24, 2023 · Control person joined · fact
- Harlan Daniel Smith (Head Of Liquid Credit Strategies) appeared on Schedule A of Clover Credit Management, LlcMar 24, 2023 · Control person joined · fact
- Michael Kevin Kresge (Head Of Finance) appeared on Schedule A of Clover Credit Management, LlcMar 24, 2023 · Control person joined · fact
- Carey Heather Vonzuben (Chief Operating Officer) appeared on Schedule A of Clover Credit Management, LlcMar 24, 2023 · Control person joined · fact
- Meredith Tamerlaine Beattie (General Counsel And Secretary) no longer on Schedule A of Clover Credit Management, Llc (listed 2022-03-31, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- William Marc Boatwright (Managing Director) no longer on Schedule A of Clover Credit Management, Llc (listed 2022-03-31, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- Neal Geoffrey Cornell (President) no longer on Schedule A of Clover Credit Management, Llc (listed 2022-03-31, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- Atif Mahmood (Chief Financial Officer) no longer on Schedule A of Clover Credit Management, Llc (listed 2022-03-31, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- Kenneth Matthew Slomienski (Chief Compliance Officer) no longer on Schedule A of Clover Credit Management, Llc (listed 2022-03-31, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- Clover Credit Management, Llc reported RAUM $3.8B, up 167% from $1.4B (2021-08-19 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Aig Credit Management, Llc filed its initial SEC registration (Form ADV)Oct 14, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blackstonegroupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blackstone.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-503-2100reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026