The SHAKER INVESTMENTS is a privately held investment adviser that advises $258.76mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SHAKER INVESTMENTS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 14.14% over the last 5-years.
The Group has been registered with the SEC for 24.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3201 ENTERPRISE PARKWAY SUITE 310, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $258.76mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $105.39mn or 40.73% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $102.55mn or 39.63% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
SHAKER INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.