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 institutional-focused alternative asset manager organized as a limited liability company. The firm is registered with the SEC (registration year listed as 2026) and is classified as a hybrid manager active across hedge fund and private equity strategies. Its advisory work centers on portfolio management for pooled investment vehicles rather than separate-account management. Ownership is held by an individual and the firm is not structured as a capital allocator. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state or related 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

    General PartnerCRD 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