$1.2B Total AUM
$1.2B Disc. AUM
16.6% 3Y CAGR
6 Employees
226 ADV. Clients
37 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · PNC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-05-1988
- Office Locations
- 1
Office Locations
3201 Enterprise Pkwy. Suite 140 Beachwood OH
About VAN Cleef Asset Management INC
VAN Cleef Asset Management INC is a Beachwood-based RIA. The firm has been operating for 37 years. Managing $1.2B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
83 AVG AGE
$402.8M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
18 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
37yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GEOFFREY C HAUCK
Chief Investment Officer, Portfolio Manager, President, Senior Research Analyst
- CRD
- #3056928
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARTIN J BURKE JR
EXECUTIVE VICE PRESIDENT, Principal
- CRD
- #5021475
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 5 owners & executives
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W
WILLIAM PATRICK GIBBONS
Chief Financial Officer
- CRD
- #5127152
Available
Available
Available
Showing 1 of 6 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,170,022,539 | $5,652,283 |
| Non-Discretionary | $38,294,604 | $2,015,505 |
| Total | $1,208,317,143 | $5,346,536 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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