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Shellman Investment Management, LLC

● SEC registered since 2022CRD 316579SEC# 801-123508Coral Gables, FL
Export (members)
Reg. AUM
$157.3M
Employees
4
Accounts
146
Location
Coral Gables, FL

Shellman Investment Management, LLC assets under management

Shellman Investment Management, LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2022. It reports $157.3 million in regulatory assets under management and employs 4 people.

Shellman Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Rajiv Shah ControlChief Compliance OfficerUnder 5%2022
Stephanie Lynn Shellman ControlOwner And Chief Executive OfficerOver 75%2008

Frequently asked questions

How much does Shellman Investment Management, LLC manage?

Shellman Investment Management, LLC reports $157.3 million in regulatory assets under management on its Form ADV.

How many employees does Shellman Investment Management, LLC have?

Shellman Investment Management, LLC reports 4 employees.

Where is Shellman Investment Management, LLC located?

Shellman Investment Management, LLC is based in Coral Gables, FL and has been SEC-registered since 2022.

Does Shellman Investment Management, LLC disclose fund performance?

Shellman Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2525 Ponce de Leon Blvd, #300, Coral Gables, FL 33134
Phone(786) 655-6180
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$157.3M
Non-discretionary$0
Total (RAUM)$157.3M