Shellman Investment Management, LLC
● SEC registered since 2022CRD 316579SEC# 801-123508Coral Gables, FL
Reg. AUM
$209.6M
Employees
4
Accounts
178
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 $209.6 million in regulatory assets under management and employs 4 people.
Shellman Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rajiv Shah Control | Chief Compliance Officer | Under 5% | 2022 |
| Stephanie Lynn Shellman Control | Owner And Chief Executive Officer | Over 75% | 2008 |
Frequently asked questions
How much does Shellman Investment Management, LLC manage?
Shellman Investment Management, LLC reports $209.6 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
| Address | 2525 Ponce de Leon Blvd, #300, Coral Gables, FL 33134 |
| Phone | (786) 655-6180 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.6M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$209.6Mregulatory AUM
Discretionary $209.6M