Cleveland Capital Management
Overview
Cleveland Capital Management is a wealth management firm based in Beachwood, Ohio, that provides portfolio management, financial planning, and consulting services to high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Portfolio Companies
2
Website
clevelandcapital.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| IEX Group, Inc. | Sep 2014 | Series C | Co-investor |
| PHC Global | Aug 2022 | Series A | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Cleveland Capital Management based?
Cleveland Capital Management is headquartered in Beachwood, Ohio, United States.
When was Cleveland Capital Management founded?
Founding year information for Cleveland Capital Management is not publicly available.
How many portfolio companies does Cleveland Capital Management have?
Cleveland Capital Management has 2 portfolio companies in Caplight's dataset.
What are some companies in Cleveland Capital Management's portfolio?
Portfolio companies visible on Caplight include IEX Group, Inc., PHC Global.
What was Cleveland Capital Management's most recent investment shown here?
Cleveland Capital Management's most recent investment in this portfolio sample was in PHC Global in 2022.
What sectors does Cleveland Capital Management focus on?
Cleveland Capital Management focuses on FinTech, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure.
What company stages does Cleveland Capital Management focus on?
Cleveland Capital Management typically invests at the Early stage.
What is Cleveland Capital Management's AUM?
Cleveland Capital Management's assets under management are estimated between $210.4M and $210.4M.