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SHAKER INVESTMENTS

BEACHWOOD, OH · CRD 119135 · IAPD ↗ · shakerinvest.com · 216-292-2950

$258.8MRegulatory AUM
6Advisory reps
9Employees
0Clients
11-25Planning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — SHAKER INVESTMENTS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.