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Klopp Investment Management LLC (Cleveland)


Klopp Investment Management LLC is an adviser based in Cleveland. It manages $57.3 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of North Carolina and Ohio.




Klopp Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Klopp Investment Management: assets under management

The assets under management (AUM) of Klopp Investment Management LLC is $57.3 million. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.2 million in discretionary accounts and $2.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $210 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Klopp Investment Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cleveland

The principal office where Klopp Investment Management LLC performs its advisory services is located at 1801 East Ninth Street, Cleveland, OH 44114 3103, 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 216-566-1100 or by fax 216-566-1101. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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