KLOPP INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 106145
- Website
- kloppinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.5%
- Individuals33.84%
- Pension & Profit Sharing Plans12.97%
- Charitable Organizations0.69%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Klopp Investment Management LLC is a small, privately owned investment advisory organized as an LLC. The firm charges clients a fee based on assets under management and provides discretionary portfolio management for both individuals/families and business or institutional clients. Its filings indicate a single-owner structure and a narrow operational footprint: it is not registered as a multi-state adviser, does not market itself as an ESG investor, and does not identify as a pension consultant or capital allocator. Advisory activity is focused on direct portfolio management rather than fiduciary consulting or outsourced CIO-type services. The firm’s public profile does not list related-adviser relationships or broader platform services, suggesting a concentrated, boutique operating model.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities82%
- Other8%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
1 of 1JOHN KLOPP
Chief Executive Officer, Portfolio ManagerCRD 1696564
Contacts
3 of 3JR. KLOPP
MemberCRD 5502025
MARK KLOPP
MemberCRD 5502018
WALTER MANNS
Portfolio ManagerCRD 1397547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 526 Superior Ave
- Time zone
- ET (UTC-5)
- Office locations
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