Shaker Investments

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

3201 Enterprise Pkwy Ste 310, Beachwood,...

Phone Number

(216) 292-2950

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About Shaker Investments

Shaker Investments is a prominent investment management firm based in Cleveland, Ohio, specializing in personalized investment strategies aimed at helping clients achieve their financial objectives. The firm is employee-owned, fostering a culture of accountability and shared interests between the firm and its clients. With a focus on high-conviction portfolios, Shaker Investments employs a disciplined approach to generate superior returns while managing risk. Their target clients include institutional investors and individuals seeking long-term capital growth through various investment strategies.Explore more
Shaker Investments's Social MediaPopular SearchesShaker Investments LLCShaker InvestmentsShaker Investments LPReal Estate Capital Fund LLCMadaket Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Shaker Investments Org Chart

PhoneEmail
EH
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Chief Executive Officer & Co-Chief Investment...

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BH
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Co-Chief Investment Officer

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KW
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Chief Compliance Officer & Controller

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CH
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Portfolio Manager

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SK
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Portfolio Manager, Co & Research Analyst

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AF
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Senior Research Analyst

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Compare Similar Companies to Shaker Investments

Compare insights from companies similar to Shaker Investments, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shaker Investments

$6.2M
1-10
Private
<$5M
1991
EH
Edward HemmelgarnCEO & Co-Chief Investment Officer
<$5M
1-10
Private
-
2015
<$5M
11-50
Private
-
2014
DD
Dipak Dipak JogiaCo-Founder & Managing Partner & Portfolio Manager
<$5M
1-10
Private
-
2005
AH
Alyce HoffmanDirector, Client Services
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Shaker Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shaker Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shaker Investments.

Shaker Investments financials insights

Gather financial insights about Shaker Investments, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Shaker Investments Tech Stack

A closer look at the technologies used by Shaker Investments

Most Recent Scoops

Person-Based
Facilities Relocation / Expansion
Shaker Investments is planning to move its offices in August 2023. The move will impact employees at their existing office located at 3201 Enterprise Pl, Suite #310, Beachwood, OH.
Facilities Relocation / Expansion
Shaker Investments is planning to move its offices in June 2022. The move will impact employees at their existing office located at 4601 N Fairfax Drive, Suite #1200, Arlington, VA.
Funding
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Frequently Asked Questions Regarding Shaker Investments

What is Shaker Investments's official website?
Shaker Investments's official website is www.shakerinvest.com
What is Shaker Investments's Revenue?
Shaker Investments's revenue is $6.2 Million
What is Shaker Investments's SIC code?
Shaker Investments's SIC: 62,628
What is Shaker Investments's NAICS code?
Shaker Investments's NAICS: 52,523
How many employees does Shaker Investments have?
Shaker Investments has 1-10 employees
What industry does Shaker Investments belong to?
Shaker Investments is in the industry of: Finance, Securities Trading
What is Shaker Investments competition?
Shaker Investments top competitors include: Journey Capital Advisers, Highmore Group Advisors, Evanson Asset Management, Broadleaf Partners
What technology does Shaker Investments use?
Some of the popular technologies that Shaker Investments uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Shaker Investments?
Shaker Investments contact info: Phone number: (216) 292-2950 Website: www.shakerinvest.com
What does Shaker Investments do?

Shaker Investments is a prominent investment management firm based in Cleveland, Ohio, specializing in personalized investment strategies aimed at helping clients achieve their financial objectives. The firm is employee-owned, fostering a culture of accountability and shared interests between the firm and its clients. With a focus on high-convictio... n portfolios, Shaker Investments employs a disciplined approach to generate superior returns while managing risk. Their target clients include institutional investors and individuals seeking long-term capital growth through various investment strategies.Read More

What are Shaker Investments social media links?
Shaker Investments Linkedin page
Is Shaker Investments a public company?
Shaker Investments is private company therefore does not currently have an official ticker symbol
See more information about Shaker Investments

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