Sinclair Group, LLC (Cleveland)

Sinclair Group, LLC is a related adviser based in Cleveland. It manages $74.36 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Ohio.

Sinclair Group provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sinclair Group: assets under management

The assets under management (AUM) of Sinclair Group, LLC is $74.36 million. $64.19 million of the total AUM is attributable to clients outside of the United States.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sinclair Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sinclair Group serves?

The only and largest group of clients of Sinclair Group is pooled investment vehicles with 2 clients and $74.36 million of assets under management. Among the 3 most similar advisory firms, Sinclair Group has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $74.36 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.

Sinclair Group also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $15,000 to $25,000.

Careers at Sinclair Group, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terrance Richard Ahern	Ceo and member	1 Jun 2017	75% - 100%	1363961
Joseph Patrick Olszak	Chief operating officer	1 Jun 2017	Other	5310847
Holly Marie Cavalier	Chief compliance officer	1 Jun 2017	Other	1967096
Brian Michael White	Chief financial officer	1 Jun 2017	Other	2711192
Ronald Lee Weihrauch	Chief operating officer	1 Mar 2018	Other	5655016

Based in Cleveland

The principal office where Sinclair Group, LLC performs its advisory services is located at 1660 West Second Street,, Cleveland, OH 44113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-781-9090 or by fax 216-781-1407. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.