CLEVELAND RESEARCH COMPANY LLC

Overview

Cleveland Research Company LLC is organized as a limited liability company and has been SEC-registered since 2007. The firm operates in the broker-dealer channel and is owned by a combination of a domestic entity and an individual. It is classified in the available data as "Unclassified" and reports a fee structure described only as "Other." The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. In addition to brokerage activity, the firm is connected with alternative investment sponsor and general partner roles: the data lists affiliations as an other investment adviser and sponsor, GP, and managing member of pooled investment vehicles. That suggests involvement both in distributing third-party investment products and in sponsoring or managing pooled vehicles.

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Investments & Alternatives

Location & Offices