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Kathleen Coates Wick

Chief Compliance OfficerShaker Investments, L.L.C.CRD 7716305

About Kathleen Coates Wick

Kathleen Coates Wick is listed as Chief Compliance Officer at Shaker Investments, L.L.C. in Beachwood, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Shaker Investments, L.L.C.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathleen Coates Wick work?

Kathleen Coates Wick is listed as Chief Compliance Officer at Shaker Investments, L.L.C. on SEC Form ADV.

How much of Shaker Investments, L.L.C. does Kathleen Coates Wick own?

Form ADV reports a beneficial ownership band of Under 5%.

Shaker Investments, L.L.C.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2022