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Shaker Investments, L.L.C.

● SEC registered since 2002CRD 119135SEC# 801-60907Beachwood, OH
Export (members)
Ranks #4,493 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$253.1M
Fund GAV
$100.2M
Private funds
1
Employees
10
Accounts
274
Location
Beachwood, OH

Shaker Investments, L.L.C. assets under management

Shaker Investments, L.L.C. is a registered investment adviser overseen by the SEC based in Beachwood, OH. The firm has been registered since 2002. It reports $253.1 million in regulatory assets under management and employs 10 people. Shaker Investments, L.L.C. manages 1 private fund with combined gross assets of $100.2 million, including Shaker Investments Tower Fund, L.P. By regulatory assets, it ranks 4,493 of 5,911 private fund managers.

Shaker Investments, L.L.C. private funds

1 funds · $100.2M GAV
FundTypeGross assetsMin.
Shaker Investments Tower Fund, L.P.Hedge$100.2M$250K

Shaker Investments, L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Edward Paul Hemmelgarn ControlPresident, Director & MemberOver 75%2002
Janice Lynne HammondSecretary Of Shaker Investments Llc5-10%2013
Kathleen Coates WickChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Shaker Investments, L.L.C. manage?

Shaker Investments, L.L.C. reports $253.1 million in regulatory assets under management on its Form ADV.

How many private funds does Shaker Investments, L.L.C. manage?

Shaker Investments, L.L.C. manages 1 private funds with combined gross assets of $100.2 million.

How many employees does Shaker Investments, L.L.C. have?

Shaker Investments, L.L.C. reports 10 employees.

Where is Shaker Investments, L.L.C. located?

Shaker Investments, L.L.C. is based in Beachwood, OH and has been SEC-registered since 2002.

Does Shaker Investments, L.L.C. disclose fund performance?

Shaker Investments, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122-7337
Phone216-292-2950
Fax216-292-2951
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1009005
Discloses disciplinary historyNo

Assets under management

Discretionary$253M
Non-discretionary$95K
Total (RAUM)$253.1M

Service providers

Auditor
Custodian
Administrator