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⚲
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| Cleveland Capital Management LLC
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|
|
|---|---|
| CRD # | 341686 |
| SEC # | 801-136040 |
| CIK # | |
| AUM | $215.8 M (2026-05-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 440-333-4925 |
| Address | 1250 Linda St Rocky River, OH 44116 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Cleveland Capital LP | [2026-03-27] | 40.5 | 188.5 |
| PE | Rocky River Partners LP | [2026-03-27] | 0.5 | 21.6 |
| PE | Rocky River Specific Opportunities Fund LLC - Series A | [2026-03-27] | 2.8 | 0.2 |
| PE | Rocky River Specific Opportunities Fund LLC - Series B | [2026-03-27] | 0.0 | 5.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 215.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 215.8 |
| By Discretionary | ||
| Discretionary | 4 | 215.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 215.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.8 | |
| Total | 4 | 215.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Shiry | 4 | 2 | ||
| Cleveland Capital Management LLC | 4 | 2 | ||
| Wade Massad | 3 | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crosslayer Capital Management LLC
✚
|
0.2 | |
|
Prentice Capital Management LP
✚
|
CT | 0.2 |
|
Walnut Grove Capital Partners LP
✚
|
TN | 0.2 |
|
WL Ross & Co LLC
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|
TX | 0.2 |
|
KVP Capital Advisors LP
✚
|
0.2 | |
|
JCSD Capital LLC
✚
|
CA | 0.2 |
|
Lattis Management LP
✚
|
NY | 0.2 |
|
Wellspring Capital Management LLC
✚
|
NY | 0.2 |
|
DV Capital Advisors LLC
✚
|
IL | 0.2 |
|
RLH Capital LLC
✚
|
0.2 |