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| Shulman Demeo Asset Management LLC
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|---|---|
| CRD # | 142897 |
| SEC # | 801-67835 |
| CIK # | 0001767070 |
| AUM | 815.4 M (2026-03-16) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 516-708-9955 |
| Address | 3000 Marcus Avenue Lake Success, NY 11042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.9 | ||
| Western Digital Corp | 3.3 | ||
| Williams Sonoma Inc | 3.0 | ||
| Nuveen S&P 500 Dynamic Overwrite Fund | 2.8 | ||
| Facebook Inc | 2.8 | ||
| Qualcomm Inc/DE | 2.4 | ||
| International Business Machines Corp | 2.2 | ||
| Johnson & Johnson | 2.1 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Lilly Eli & Co | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 57.4 |
| (b) Individuals (high net worth individuals) | 176 | 757.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 895 | 815.4 |
| By Discretionary | ||
| Discretionary | 867 | 731.4 |
| Non-Discretionary | 28 | 83.9 |
| Total | 895 | 815.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 815.4 | |
| Total | 895 | 815.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767070] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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