CBIZ Private Client Solutions is a asset manager based in Independence, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
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 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
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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 We do not publish personal residential information; firms or individuals may request removal at /contact.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.