Investment adviser · CRD 142897
SHULMAN DEMEO ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
LAKE SUCCESS, NY, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $815M Form ADV · Item 5.F
- Client accounts
- 895 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 176 | $757,947,627 | 93.0% |
| Individuals | 180 | $57,405,149 | 7.0% |
Filing source
Form ADV 2058152 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3000 MARCUS AVENUE, SUITE 3W1LAKE SUCCESS, NY, 11042, United States
CRD 142897
Filing source
Form ADV 2058152 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.