CLEVELAND AVENUE ADVISERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
318250
Registered since
May 26, 2022

Firm profile

FINTRX

Overview

Cleveland Avenue Advisers, LLC is an SEC-registered adviser (registration year 2022) that operates as sponsor, general partner and managing member for pooled investment vehicles. The firm’s regulatory footprint shows it is structured as a limited liability company and is classified as an unclassified adviser. Rather than serving retail advisory clients, Cleveland Avenue Advisers appears to focus on managing private funds and serving as the management entity for pooled vehicles, taking an active operational role in those funds. The firm is not flagged as an active ESG investor, is not a multi-state adviser and is not designated a capital allocator on its filings. Its business activity centers on forming and managing venture-focused pooled funds, suggesting a manager-led, sponsor/GP model rather than a traditional advisory practice providing discretionary accounts to individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
222 N Canal St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth