Cleveland Capital Management, L.L.C.
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 341686
· SEC file 801-136040
· Rocky River, OH
· www.clevelandcapital.com
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ADV data as of May 04, 2026
- Regulatory AUM
- $216M
- Discretionary
- $216M
- Clients
- 4
- Avg AUM / client
- $54.0M
- Accounts
- 4
- Employees
- 2
AUM over time
$0
$216M
Mar 27, 2026
May 4, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $216M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.59 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗