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| Shaker Financial Services LLC
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|---|---|
| CRD # | 121534 |
| SEC # | 801-62679 |
| CIK # | 0001511794 |
| AUM | 286.3 M (2026-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-224-0572 |
| Address | 1997 Annapolis Exchange Parkway Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gabelli Equity Trust Inc | 11.7 | ||
| Liberty All Star Equity Fund | 9.6 | ||
| Special Opportunities Fund Inc | 9.0 | ||
| Nuveen Core Equity Alpha Fund | 8.7 | ||
| Liberty All Star Growth Fund Inc | 8.4 | ||
| First Trust Enhanced Equity Income Fund | 7.4 | ||
| Source Capital Inc /DE/ | 7.1 | ||
| Eaton Vance Tax-Managed Buy-Write Income Fund | 6.8 | ||
| Eaton Vance Enhanced Equity Income Fund | 6.1 | ||
| SRH Total Return Fund Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 76.7 |
| (b) Individuals (high net worth individuals) | 101 | 208.7 |
| (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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 1.0 |
| (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 | 588 | 286.3 |
| By Discretionary | ||
| Discretionary | 588 | 286.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 588 | 286.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 285.3 | |
| Total | 588 | 286.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001511794] | |
| SC 13G | [0001511794] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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|
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