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SHULMAN DEMEO ASSET MANAGEMENT, LLC

dba SHULMAN DEMEO ASSET MANAGEMENT, LLC · CRD 142897 · Registered Investment Adviser

SHULMAN DEMEO ASSET MANAGEMENT, LLC is a Registered Investment Adviser headquartered in LAKE SUCCESS, NY. The firm reports $815,352,776 in regulatory assets under management across 895 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$731,440,606
Non-discretionary$83,912,170
Total RAUM$815,352,776
Accounts895

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 142897. adviserinfo.sec.gov/firm/summary/142897.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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