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Van Cleef Asset Management Inc

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Client assets under management

$1,207,952,573

Clients

225

65% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

45

Low

Average account size

$5,368,678

About

Van Cleef Asset Management provides discretionary and non-discretionary portfolio management and investment counsel primarily to individual, family and trust clients, and also to a limited number of religious and charitable organizations. The firm operates on a fee-only, percentage-of-assets basis and does not participate in wrap fee programs or charge performance-based fees.

The firm’s investment approach emphasizes a total-return, all-cap philosophy that combines actively managed ideas with low-cost passive exposures; equity portfolios are typically concentrated (15–25 holdings) with a 2–3 year time horizon and estimated annual turnover of 15–30%. Research is conducted through a lateral, team-based structure and implemented via an Investment Committee; fixed income strategies favor laddered maturities and holding bonds to maturity when appropriate.

Compared with many peer teams, Van Cleef’s scale is notable: the firm reported roughly $1.19 billion in assets under management as of December 31, 2025 across about 225 client relationships and a small advisory team, resulting in an uncommon level of AUM per advisor. The firm also explicitly invites current and prospective clients to observe Investment Committee meetings (with safeguards around voting), reflecting a relatively uncommon openness about its decision-making process.

Client services

Portfolio management

Expertise

Passive / index investing

Fee options

Percentage

$1 - $500,000: 1.0% Next $500,000+: 0.8% Balance of Assets+: 0.6%

Other

Account minimum: $500,000 Fee-only: Investment advisory fees based on percentage of assets under management, charged quarterly in arrears according to tiered schedule.

Main office location

Van Cleef Asset Management Inc

3201 Enterprise Pkwy, Suite 140

Beachwood OH 44122, United States

Number of offices

1

Most active in

Florida · New Hampshire · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Martin B

Series 63

Beachwood, OH

Van Cleef Asset Management Inc

Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 26 years of industry experience. He holds the Series 63 designation and is based in Beachwood, Ohio. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.

Passive / index investing
user avatar

Martin B

Series 66

Beachwood, OH

Van Cleef Asset Management Inc

Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Van Cleef Asset Management since 2008, alongside prior roles at Natcity Investments, Inc. and National City Corporation dating back to 2001. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious, charitable, and select institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.

Passive / index investing
user avatar

Lino S

Series 65

Beachwood, OH

Van Cleef Asset Management Inc

Lino Sergo is a financial advisor at Van Cleef Asset Management Inc with 15 years of industry experience. He holds the Series 65 designation and has been with Van Cleef Asset Management since 2000. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach that combines active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee that reviews and votes on recommendations.

Passive / index investing
user avatar

William G

Series 65

Beachwood, OH

Van Cleef Asset Management Inc

William Gibbons is a financial advisor with Van Cleef Asset Management Inc and holds a Series 65 designation. He has 18 years of industry experience and has practiced law as an attorney since 1994. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, trusts, and select religious, charitable, and institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee.

Passive / index investing
user avatar

Geoffrey H

Series 65

Beachwood, OH

Van Cleef Asset Management Inc

Geoffrey Hauck is a financial advisor at Van Cleef Asset Management Inc with 16 years of industry experience. He has been with Van Cleef since 2008 and holds a Series 65 designation. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, using a team-based research process overseen by an Investment Committee.

Passive / index investing
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