CLEVELAND CAPITAL MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 2026
Total AUM
$216M
Discretionary
$216M
100% of AUM
Avg account
$54M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
ROCKY RIVER, Ohio
CRD number
341686
Registered since
April 28, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cleveland Capital Management, L.L.C. is an LLC that registers with the SEC (registration year listed as 2026) and positions itself as a manager of pooled alternative vehicles. The firm is classified across hedge fund, private equity fund, and multifaceted fund manager categories and provides portfolio management for pooled investment vehicles. Its client base is institutional, ownership is listed as individual, and its fees combine a percentage-of-assets-under-management component with performance-based fees. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • WADE MASSAD

    Co-Managing MemberCRD 1935455

  • JOHN SHIRY

    CRD 1901605

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROCKY RIVER, OH

CUYAHOGA

Location

ROCKY RIVER, OH

Headquartered in ROCKY RIVER, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1250 Linda St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth