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Shulman Demeo Asset Management, LLC

● SEC registered since 2007CRD 142897SEC# 801-67835Lake Success, NY
Export (members)
Reg. AUM
$757.2M
Employees
5
Accounts
885
Location
Lake Success, NY

Shulman Demeo Asset Management, LLC assets under management

Shulman Demeo Asset Management, LLC is an investment advisory firm registered with the SEC based in Lake Success, NY. The firm has been registered since 2007. It reports $757.2 million in regulatory assets under management and employs 5 people.
www.shulmandemeo.comView on SEC.gov ↗

Shulman Demeo Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Nicholas Demeo ControlChief Investment Officer / Chief Compliance Officer50-75%2006
Jason Harold Shulman ControlManaging Member50-75%2006

Frequently asked questions

How much does Shulman Demeo Asset Management, LLC manage?

Shulman Demeo Asset Management, LLC reports $757.2 million in regulatory assets under management on its Form ADV.

How many employees does Shulman Demeo Asset Management, LLC have?

Shulman Demeo Asset Management, LLC reports 5 employees.

Where is Shulman Demeo Asset Management, LLC located?

Shulman Demeo Asset Management, LLC is based in Lake Success, NY and has been SEC-registered since 2007.

Does Shulman Demeo Asset Management, LLC disclose fund performance?

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

Contact & registration

Address3000 Marcus Avenue, Suite 3w1, Lake Success, NY 11042
Phone516.708.9955
Fax516.708.9951
Office hours8:30a.m. To 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$680M
Non-discretionary$77.2M
Total (RAUM)$757.2M