Shulman Demeo Asset Management, LLC
● SEC registered since 2007CRD 142897SEC# 801-67835Lake Success, NY
Reg. AUM
$815.4M
Employees
6
Accounts
895
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 $815.4 million in regulatory assets under management and employs 6 people.
Shulman Demeo Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Nicholas Demeo Control | Chief Investment Officer / Chief Compliance Officer | 50-75% | 2006 |
| Jason Harold Shulman Control | Managing Member | 50-75% | 2006 |
Frequently asked questions
How much does Shulman Demeo Asset Management, LLC manage?
Shulman Demeo Asset Management, LLC reports $815.4 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 6 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
| Address | 3000 Marcus Avenue, Suite 3w1, Lake Success, NY 11042 |
| Phone | 516.708.9955 |
| Fax | 516.708.9951 |
| Office hours | 8:30a.m. To 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$815.4M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$815.4Mregulatory AUM
Discretionary $731.4MNon-discretionary $83.9M