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SHAKER INVESTMENTS
Legal name: SHAKER INVESTMENTS, L.L.C.
CRD 119135File 801-60907
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$258.8M
Below cohort median (national)
Discretionary AUM
$258.6M
Non-discretionary $118K
Clients
130
283 accounts
Employees
9
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 1, 2002
- Principal office
- 3201 ENTERPRISE PARKWAY, SUITE 310, BEACHWOOD, OH, 44122-7337
- Phone
- 216-292-2950
- Website
- HTTP://WWW.SHAKERINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $258.8M
- Discretionary AUM
- $258.6M
- Non-discretionary AUM
- $118K
- Discretionary accounts
- 282
- Non-discretionary accounts
- 1
- Total accounts
- 283
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $21.2M |
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | 55 | $105.4M |
| Pooled investment vehicles | 1 | $102.6M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 67 | $25.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.