Cuyahoga Capital Partners LLC (Cleveland)


Cuyahoga Capital Partners LLC is a large advisory firm based in Cleveland. It manages $700.27 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Ohio.

Cuyahoga Capital Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cuyahoga Capital Partners: assets under management

The assets under management (AUM) of Cuyahoga Capital Partners LLC is $700.27 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $250.45 million in discretionary accounts and $449.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $449.82 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cuyahoga Capital Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cleveland

The principal office where Cuyahoga Capital Partners LLC performs its advisory services is located at 1660 West 2 Nd Street Ste 940, Cleveland, OH 44113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-472-4170 or by fax 216-472-8177. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.cuyahogacap.com.