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Shikiar Asset Management Inc

● SEC registered since 1993CRD 107533SEC# 801-44062New York, NY
Export (members)
Reg. AUM
$564M
Employees
6
Accounts
238
Location
New York, NY

Shikiar Asset Management Inc assets under management

Shikiar Asset Management Inc is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1993. It reports $564 million in regulatory assets under management and employs 6 people.

Shikiar Asset Management Inc owners & executives

4 reported
NameTitleOwnershipSince
Diane Maria McDermott ControlChief Compliance OfficerUnder 5%2004
Lockwood Talmage Sloan ControlChief Operating OfficerUnder 5%2022
Samuel Max Shikiar ControlCo-Chief Executive OfficerUnder 5%2022
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Frequently asked questions

How much does Shikiar Asset Management Inc manage?

Shikiar Asset Management Inc reports $564 million in regulatory assets under management on its Form ADV.

How many employees does Shikiar Asset Management Inc have?

Shikiar Asset Management Inc reports 6 employees.

Where is Shikiar Asset Management Inc located?

Shikiar Asset Management Inc is based in New York, NY and has been SEC-registered since 1993.

Does Shikiar Asset Management Inc disclose fund performance?

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

Contact & registration

Address1350 Avenue of the Americas, Ste. 1608, New York, NY 10019
Phone212-888-6565
Fax212-888-6596
Office hours8:00 a.m. To 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1058022
Discloses disciplinary historyNo

Regulatory AUM

$564M▲ 6%
Mar '25 — $532MApr '25 — $532MMay '25 — $532MJun '25 — $532MJul '25 — $532MAug '25 — $532MSep '25 — $532MOct '25 — $532MNov '25 — $532MDec '25 — $532MJan '26 — $532MFeb '26 — $532MMar '26 — $564MApr '26 — $564MMay '26 — $564MJun '26 — $564M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$564Mregulatory AUM
Discretionary $557MNon-discretionary $7M