# Shaker Financial Services

Shaker Financial Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 121534
- **SEC file number:** 801-62679
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121534

## About

SHAKER FINANCIAL SERVICES is an SEC-registered investment adviser in ANNAPOLIS, MD, registered since 2004. The firm manages approximately $286 million in regulatory assets. It has 6 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Shaker Financial Services?

No named principals or investment professionals have been publicly identified for Shaker Financial Services. Public records, including corporate filings and media coverage, do not list a CEO, CIO, or managing partner. Without this information, the firm's decision-making structure remains unknown.

### Does Shaker Financial Services have any known portfolio companies or investments?

No portfolio companies, direct investments, or fund commitments have been publicly attributed to Shaker Financial Services. The firm does not appear in industry databases, news articles, or transaction records for any disclosed deals.

### How does Shaker Financial Services source deals or allocate capital?

No information exists in public sources regarding Shaker Financial Services' deal sourcing, capital allocation process, or investment strategy. The firm's operational model, including whether it engages in direct investing, co-investments, or fund commitments, is unknown.

### What is the wealth origin behind Shaker Financial Services?

The origin of capital managed or deployed by Shaker Financial Services has not been publicly disclosed. Without named principals or a disclosed founding context, the source of the firm's wealth remains opaque.

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- [Altrius Capital Management](https://altss.com/profile/altrius-capital-management-inc)
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Last updated: 2026-06-03T20:00:00.000Z

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