SHAKED CAPITAL ADVISORS, LLC

Overview

Shaked Capital Advisors, LLC is a small, privately owned advisory firm organized as an LLC and registered with the SEC. The firm operates primarily as an adviser to at least one pooled vehicle rather than maintaining a retail advisory book of individual client accounts. Public filings indicate the adviser is not positioned as a multi-state retail manager, does not report active ESG investing, and is not classified under a conventional advisory sub-type in those records. The firm’s activity appears concentrated on managing a single fund structure rather than providing broad wealth-management services across a large client base. Investment activity centers on that pooled vehicle. The lack of reported retail clients and the presence of a single fund suggest the firm favors concentrated, privately structured strategies rather than diversified, discretionary advisory programs for broad sets of households. The adviser is described as individually owned and presents as a boutique operator managing bespoke or closed investor groups.

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Investments & Alternatives

Location & Offices