Shaker Investments is a fund manager in Beachwood with $255.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Shaker Investments Inc
SEC CIK
IRS number
341970851
SEC advisor number
801-60907
FINRA CRD number
119135
AUM ?
$227.85 mm
(as of 22 Mar 24)
Accounts
264
(as of 22 Mar 24)
Employees
10
(6 investment advisory or research)
Address
Shaker Investments
3201 ENTERPRISE PARKWAY
SUITE 310
CLEVELAND
OH 44122-4466
3201 ENTERPRISE PARKWAY
SUITE 310
CLEVELAND
OH 44122-4466
Phone
216-292-2950
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Shaker Investments | $255.57 mm | |
Shaker Investments Tower Fund, L.P. | $127.63 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22