SHAKER INVESTMENTS, L.L.C.
Legal name: SHAKER INVESTMENTS
CRD #119135 SEC #801-60907 BEACHWOOD, OH 216-292-2950
SEC Registered Private Funds
Total AUM
$253.1M
Discretionary
$253M
Employees
10
Clients
11
Accounts
274
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $253.1M | $253M | $94.5K | 10 | 0 |
| Mar 2025 | $253.1M | $253M | $94.5K | 10 | 0 |
| Jan 2025 | $227.9M | $227.8M | $77.6K | 10 | 0 |
| Mar 2024 | $227.9M | $227.8M | $77.6K | 10 | 0 |
| Mar 2023 | $194.2M | $194.1M | $71.4K | 10 | 0 |
| Oct 2022 | $255.6M | $255.5M | $78.5K | 10 | 0 |
| Mar 2022 | $255.6M | $255.5M | $78.5K | 9 | 0 |
| Jul 2021 | $196.2M | $196.2M | $12.6K | 9 | 1 |
| Mar 2021 | $196.2M | $196.2M | $12.6K | 9 | 1 |
| May 2020 | $176.4M | $176.4M | $0 | 10 | 0 |
| Mar 2020 | $176.4M | $176.4M | $0 | 10 | 0 |
| Mar 2019 | $158.1M | $158.1M | $0 | 9 | 0 |
| Mar 2018 | $145.5M | $145.5M | $0 | 9 | 0 |
| Aug 2017 | $126.1M | $126.1M | $0 | 8 | 26 |
| Mar 2017 | $126.1M | $126.1M | $0 | 8 | 26 |
| Mar 2017 | $126.1M | $126.1M | $0 | 8 | 26 |
| Mar 2016 | $119.5M | $119.5M | $0 | 8 | 26 |
| Nov 2015 | $127.7M | $127.7M | $0 | 8 | 26 |
| Mar 2015 | $127.7M | $127.7M | $0 | 8 | 26 |
| Feb 2014 | $129.1M | $122.6M | $6.5M | 8 | 26 |
| Mar 2013 | $94.3M | $94.3M | $0 | 7 | 26 |
| Mar 2013 | $94.3M | $94.3M | $0 | 7 | 26 |
| Mar 2012 | $92.5M | $92.5M | $0 | 1 | 26 |
| Feb 2011 | $84.3M | $84.3M | $0 | 5 | -- |
| Nov 2010 | $69.6M | $69.6M | $0 | 5 | -- |
| Mar 2009 | $42.8M | $42.8M | $0 | 10 | -- |
| Mar 2009 | $42.8M | $42.8M | $0 | 10 | -- |
| Mar 2009 | $86.8M | $86.8M | $0 | 10 | -- |
| Jan 2008 | $86.8M | $86.8M | $0 | 10 | -- |
| Aug 2007 | $90.1M | $90.1M | $0 | 10 | -- |
| Jan 2007 | $100.8M | $100.8M | $0 | 10 | -- |
| Jun 2005 | $643M | $643M | $0 | -- | -- |
| Mar 2004 | $807M | $807M | $0 | -- | -- |
DateDec 2025
Total AUM$253.1M
Discretionary$253M
Non-Disc.$94.5K
Employees10
Clients0
DateMar 2025
Total AUM$253.1M
Discretionary$253M
Non-Disc.$94.5K
Employees10
Clients0
DateJan 2025
Total AUM$227.9M
Discretionary$227.8M
Non-Disc.$77.6K
Employees10
Clients0
DateMar 2024
Total AUM$227.9M
Discretionary$227.8M
Non-Disc.$77.6K
Employees10
Clients0
DateMar 2023
Total AUM$194.2M
Discretionary$194.1M
Non-Disc.$71.4K
Employees10
Clients0
DateOct 2022
Total AUM$255.6M
Discretionary$255.5M
Non-Disc.$78.5K
Employees10
Clients0
DateMar 2022
Total AUM$255.6M
Discretionary$255.5M
Non-Disc.$78.5K
Employees9
Clients0
DateJul 2021
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$12.6K
Employees9
Clients1
DateMar 2021
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$12.6K
Employees9
Clients1
DateMay 2020
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees9
Clients0
DateAug 2017
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees8
Clients26
DateNov 2015
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees8
Clients26
DateFeb 2014
Total AUM$129.1M
Discretionary$122.6M
Non-Disc.$6.5M
Employees8
Clients26
DateMar 2013
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2013
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2012
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$69.6M
Discretionary$69.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$86.8M
Discretionary$86.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$86.8M
Discretionary$86.8M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$643M
Discretionary$643M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees--
Clients--