Managing Director, Senior Research Analyst · Shaker Investments
Raymond J. Rund
CRD 4360859 · Named on Form ADV at one SEC-registered adviser
At a glance
Shaker Investments, an SEC-registered wealth manager based in Beachwood, OH with $259 million in regulatory assets, lists Raymond J. Rund on its Form ADV as Managing Director, Senior Research Analyst.
Firms and roles
- Shaker InvestmentsManaging Director, Senior Research AnalystWealth manager · Beachwood, OH · $259M in regulatory assets
AtlasMembers
Raymond’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Edward P. HemmelgarnPresident, Director & Member, Shaker Investments
- Janice L. HammondSecretary of Shaker Investments LLC, Shaker Investments
- Kathleen C. WickChief Compliance Officer, Shaker Investments
- Chris G. HemmelgarnPortfolio Manager, Shaker Investments
- Brandon A HemmelgarnCo-Cio, Shaker Investments
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Raymond’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.