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RIA · CRD 119135SEC-RegisteredPrivate Fund Adviser

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Shaker Investments

Shaker Investments is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 119135, SEC file 801-60907), with its main...

Overview

Shaker Investments is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 119135, SEC file 801-60907), with its main office in Beachwood, Ohio. Its Form ADV filed on 30 March 2026 reports $258.8M in regulatory assets under management across 283 accounts. The firm reports that it advises one or more private funds.

General information

Firm type

Registered Investment Adviser

AUM

$258.8M regulatory AUM (Form ADV, March 2026)

Location

Region

North America

Country

United States

City

Beachwood

Corporate office

Beachwood, OH, United States

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