Van Cleef Asset Management Inc is an SEC registered investment adviser with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated March 18, 2026, reports $1.2B in regulatory assets under management, 6 employees, and 226 accounts.
Assets Under Management
$1.2B
Employees
6
Offices
--
Total Clients
226
Primary office
BEACHWOOD, OH
3201 ENTERPRISE PKWY, SUITE 140, BEACHWOOD, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.6% of total clients.
Top client categories% of clientsClients
1
HNWI
64.6%
146
2
Individuals
35.0%
79
3
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 18, 2026
Discretionary96.8%
$1.2B
97% of total RAUM96.8%
Non-discretionary3.2%
$38M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts226
10Y AUM Change+$796M (+193.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee38:1
10Y Employee Change-1 (-14.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.