Van Cleef Asset Management Inc
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 105768
- Registered since
- August 5, 1988
- Website
- vancleefinc.com
- Custodians
- CHARLES SCHWAB & CO., INC., PNC WEALTH MANAGEMENT LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.8%
- Individuals3.17%
- Charitable Organizations0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Van Cleef Asset Management Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1988. The firm runs fee-based portfolio management services for both individuals and families as well as for businesses and institutional clients, charging a percentage of assets under management. Its SEC filings and ADV indicate a clear preference for equity-oriented portfolios and it does not identify as an active ESG investor. The firm’s advisory scope emphasizes discretionary portfolio management for smaller private clients and for institutional/business accounts. Its organizational classification and service mix position it as a boutique RIA focused on traditional investment sleeves rather than pension consulting or multi-state retail expansion.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- US Government Bonds6%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1
Geoffrey Hauck
Chief Investment Officer & PrincipalCRD 3056928
Contacts
3 of 5William Gibbons
AttorneyCRD 5127152
Martin Burke
Portfolio Manager, PrincipalCRD 5021475
Lino Sergo
Principal & DirectorCRD 4659449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$237M in ETFs
100%
$237M
0%
$237K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND (VXF) | Vanguard | Passive | Mid Cap Blend | $78M | 336,552 | 32.91% |
Location
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 3201 Enterprise Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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