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Asset Manager • Independence, United States

CBIZ Private Client Solutions

CBIZ Private Client Solutions is a asset manager based in Independence, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

Asset Manager
Investor Type
Independence, United States
Headquarters
About

CBIZ Private Client Solutions

CBIZ Private Client Solutions has the unique ability to provide multi-disciplinary, coordinated solutions that respond to the complexity of your family's lifestyle while also addressing business needs.

Investment Focus

What CBIZ Private Client Solutions Invests In

Investment types: Long-Term Investments, Mergers & Acquisitions/Buyouts

Sectors & themes: Business & Administrative Services, Charitable Investments, Debt Management, Diversified Finance Consulting, Insurance Products & Services, Investment Management, Legal & Tax Services, Multi-Asset Investing, Real Estate Services & Management, Retirement Planning, Superannuation/Pension Funds, Trust Management, Wealth & Estate Planning, Commercial & Professional Services, Financial Services, Finance, High-Level Sectors, Insurance Services, Non-Profit, Professional Business Services, Real Estate, Real Estate Services & Management & Management, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 6801 Brecksville Rd Door N\nIndependence\nOhio\n44131\nUnited States

Contact CBIZ Private Client Solutions

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.