# VAN CLEEF ASSET MANAGEMENT INC

VAN CLEEF ASSET MANAGEMENT INC of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105768
- Type: SEC-registered investment adviser
- SEC file number: 801-32604
- Location: 3201 ENTERPRISE PKWY, SUITE 140, BEACHWOOD, OH, 44122
- Phone: 216-464-0253
- Latest filing: 2026-03-18
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $38.3M
- Clients: 6
- Accounts: 226

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Martin John Burke | DIRECTOR | — |
| Lino Sergo | DIRECTOR OF RESEARCH | — |
| Geoffrey C Hauck | PRESIDENT/CIO | — |
| Martin J Burke | EXECUTIVE VICE PRESIDENT | — |
| Michelle Aileen Borelli | CHIEF COMPLIANCE OFFICER | — |
| BURKE CHRISTOPHER JOHN | CHAIRMAN, PRESIDENT; CHAIRMAN, PRESIDENT, CHIEF COMPLIANCE OFFICER; DIRECTOR (+2 more) | — |
| BURKE JOSEPH J | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| LYNCH DONALD DENNIS | PORTFOLIO MANAGER; VICE PRESIDENT | — |
| MOENICH RUSSELL PAUL | DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER | — |
| KLEINHENZ KAREN ROSE | VICE PRESIDENT | — |
| KLEINHENZ JOHN E | VICE PRESIDENT | — |
| MERRICK II FREDERICK CHAPMAN | CHAIRMAN | — |
| SERGO LINO | CORPORATE SECRETARY/DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH; DIRECTOR OF TRADING | — |
| GIBBONS WILLIAM PATRICK | ASSOCIATE PORTFOLIO MANAGER; VICE PRESIDENT | — |
| HAUCK GEOFFREY C | PRESIDENT/CHAIRMAN/CIO; PRESIDENT/CIO; VICE PRESIDENT (+1 more) | — |
| TOMLINSON HELEN NEBEKER | VICE PRESIDENT | — |
| COFFIN MARK TRISTRAM | SECRETARY | — |
| BORELLI MICHELLE AILEEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105768/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105768/similar
- Related entities: https://search.stillhousedata.com/firm/105768/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105768

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.