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Co-Managing Member; Chief Compliance Officer · Cleveland Capital Management, L.L.C.

Wade I. Massad

CRD 1935455 · Named on Form ADV at one SEC-registered adviser

At a glance

Cleveland Capital Management, L.L.C., an SEC-registered private fund adviser based in Rocky River, OH with $216 million in regulatory assets, lists Wade I. Massad on its Form ADV as Co-Managing Member; Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Wade’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • John D. ShiryCo-Managing Member, Cleveland Capital Management, L.L.C.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wade’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.