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SHAKER INVESTMENTS
BEACHWOOD, OH
216-292-2950
SEC #801-60907Total AUM
$258.8M
Employees
9Clients
130Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3201 ENTERPRISE PARKWAY
SUITE 310
BEACHWOOD
OH 44122-7337
United States
SUITE 310
BEACHWOOD
OH 44122-7337
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
216-292-2950
Other Offices
2
Financials
Total AUM
$258.8M
Accounts
283Discretionary
$258.6M
Accounts
282Non-Discretionary
$118.2K
Accounts
1
Clients
Individual Clients
67AUM
$25.9M
HNW Individual Clients
55AUM
$105.4M
Pooled Vehicle Clients
1AUM
$102.6M
Pension/Profit Sharing Plan Clients
2AUM
$1.8M
Charitable Organization Clients
2AUM
$1.9M
Corporation or Business Clients
3AUM
$21.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL DELIVERY FOR TAMP
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLOHTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.