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- Custodian
- Charles Schwab & Company · Goldman Sachs · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2002
- Office Locations
- 3
Office Locations
About Shaker Investments
Shaker Investments is an employee-owned active manager serving retail and institutional investors with high-conviction, risk-aware equity portfolios, including its Fundamental Growth and Small Cap Growth strategies. The team follows a disciplined, repeatable approach, invests alongside clients, and actively manages uncertainty in pursuit of long-term capital growth. Its Small Cap Growth strategy has earned PSN Top Gun Manager of the Decade recognition.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD PAUL HEMMELGARN
Chief Executive Officer, DIRECTOR, President
- CRD
- #2736581
- Ownership
- 75% or more
JANICE LYNNE HAMMOND
--
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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SASHA ASEN KOSTADINOV
Portfolio Manager
- CRD
- #2634525
ANTHONY JOHN PANUTO II
Investment Advisor
- CRD
- #4987348
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,644,158 | $917,178 |
| Non-Discretionary | $118,194 | $118,194 |
| Total | $258,762,352 | $914,355 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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