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SHAKER INVESTMENTS
SHAKER INVESTMENTS, L.L.C.
CRD 119135 · SEC 801-60907
3201 ENTERPRISE PARKWAY, SUITE 310, BEACHWOOD, OH, 44122-7337, United States
Phone
216-292-2950
Fax
216-292-2951
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.8M
Discretionary AUM
$258.6M
Team
9 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)MODEL DELIVERY FOR TAMP
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $25.9M |
| High net worth individuals | 55 | $105.4M |
| Pooled investment vehicles | 1 | $102.6M |
| Pension/profit sharing plans | 2 | $1.8M |
| Charitable organizations | 2 | $1.9M |
| Corporations/business entities | 3 | $21.2M |
States served
CA, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD