Investment adviser · CRD 119135

SHAKER INVESTMENTS

Investment adviser filing (IA)

SHAKER INVESTMENTS, L.L.C.

BEACHWOOD, OH, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $259M
Client accounts: 283
Employees: 9
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	55	$105,394,375	40.7%
Pooled investment vehicles	1	$102,553,716	39.6%
Individuals	67	$25,889,205	10.0%
Corporations & businesses	Fewer than 5	$21,203,956	8.2%
Charities	Fewer than 5	$1,875,365	0.7%
Retirement plans	Fewer than 5	$1,845,735	0.7%

Filing source

Form ADV 2087279 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SHAKER INVESTMENTS TOWER FUND, L.P.Hedge Fund · Last reported Mar 30, 2026$103MGross asset value

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor COHEN & COMPANY LTD CLEVELAND, Ohio, United States

Custodian TD PRIME SERVICES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker TD PRIME SERVICES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & COMPANY LTD
PCAOB 925

TD PRIME SERVICES LLC
SEC 8-3337

TD PRIME SERVICES LLC
CRD 1914 · SEC 8-3337

Fund details & source

Fund ID: 805-5739581478
Reported beneficial owners: 19
Minimum commitment: $250K

Form ADV 2087279 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

3201 ENTERPRISE PARKWAY, SUITE 310
BEACHWOOD, OH, 44122-7337, United States

CRD 119135

Filing source

Form ADV 2087279 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.