VAN CLEEF ASSET MANAGEMENT INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.21B |
| Discretionary | $1.17B97% of AUM |
| Non-Discretionary | $38.3M |
| Client Accounts | 226 |
| Avg Account Size | $5.3M |
| Employees | 6 |
| Peak AUM | $1.21BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +9.3% | +16.6% | +9.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.21B |
| Discretionary | $1.17B |
| Employees | 6 |
| Client Accounts | 226 |
| Client Range | 0 |
Contact & Location
Address
3201 ENTERPRISE PKWY
BEACHWOOD OH 44122
Phone
216-464-0253
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
96.8% of AUM
Non-Discretionary
$38M
3.2% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported