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| Shaker Financial Services LLC
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|---|---|
| CRD # | 121534 |
| SEC # | 801-62679 |
| CIK # | 0001511794 |
| AUM | $207.6 MM (2023-03-29) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 410-224-0572 |
| Address | 1906 Towne Centre Blvd Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GDV | 1,859.2 | 7.9 | |
| FFA | 332.4 | 5.8 | |
| ETW | 909.5 | 4.4 | |
| DSU | 425.1 | 4.2 | |
| GAM | 865.9 | 4.1 | |
| FUND | 225.8 | 4.1 | |
| EXG | 2,392.4 | 3.9 | |
| ASG | 328.9 | 3.4 | |
| PHT | 206.9 | 3.3 | |
| EFR | 354.1 | 3.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 79.1 |
| (b) Individuals (high net worth individuals) | 88 | 127.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.9 |
| (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 | 632 | 207.6 |
| By Discretionary | ||
| Discretionary | 632 | 207.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 207.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 207.0 | |
| Total | 632 | 207.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001511794] | |
| SC 13G | [0001511794] |
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