SHULMAN DEMEO ASSET MANAGEMENT, LLC
CRD #142897 SEC #801-67835 LAKE SUCCESS, NY 516.708.9955
SEC Registered
Total AUM
$757.2M
Discretionary
$680M
Employees
5
Clients
0
Accounts
885
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $757.2M | $680M | $77.2M | 5 | 0 |
| Feb 2024 | $678.6M | $610.1M | $68.5M | 5 | 0 |
| Mar 2023 | $579.8M | $521.1M | $58.7M | 5 | 0 |
| Mar 2022 | $667.6M | $590.4M | $77.1M | 5 | 0 |
| Apr 2021 | $582.1M | $515.3M | $66.8M | 6 | 0 |
| Mar 2021 | $582.1M | $515.3M | $66.8M | 6 | 0 |
| Jun 2020 | $524.7M | $465.5M | $59.2M | 5 | 0 |
| May 2020 | $524.7M | $465.5M | $59.2M | 5 | 0 |
| Mar 2020 | $524.7M | $465.5M | $59.2M | 5 | 0 |
| Mar 2019 | $439.2M | $388.3M | $50.9M | 5 | 0 |
| Mar 2018 | $458.1M | $404.2M | $54M | 5 | 0 |
| Mar 2017 | $393.8M | $345.7M | $48.1M | 5 | 300 |
| Mar 2016 | $354.7M | $308.8M | $45.9M | 5 | 300 |
| Feb 2015 | $365.1M | $323.5M | $41.6M | 5 | 300 |
| Aug 2014 | $304.4M | $278.6M | $25.8M | 5 | 300 |
| Jul 2014 | $304.4M | $278.6M | $25.8M | 5 | 300 |
| Mar 2014 | $304.4M | $278.6M | $25.8M | 5 | 300 |
| Dec 2013 | $261M | $240.4M | $20.6M | 5 | 300 |
| Mar 2013 | $261M | $240.4M | $20.6M | 5 | 300 |
| Mar 2012 | $257.5M | $228.8M | $28.7M | 1 | 300 |
| Aug 2011 | $229.8M | $215.8M | $14.1M | 5 | -- |
| Mar 2011 | $229.8M | $215.8M | $14.1M | 5 | -- |
| Aug 2010 | $196.1M | $183.8M | $12.3M | 5 | -- |
| Jun 2010 | $164.2M | $156.1M | $8.1M | 5 | -- |
| Mar 2010 | $164.2M | $156.1M | $8.1M | 5 | -- |
| Apr 2009 | $136.7M | $129.6M | $7.1M | 5 | -- |
| Mar 2009 | $136.7M | $129.6M | $7.1M | 5 | -- |
| Mar 2008 | $147.5M | $139.4M | $8.1M | 5 | -- |
| Sep 2007 | $141.8M | $133.7M | $8.1M | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$757.2M
Discretionary$680M
Non-Disc.$77.2M
Employees5
Clients0
DateFeb 2024
Total AUM$678.6M
Discretionary$610.1M
Non-Disc.$68.5M
Employees5
Clients0
DateMar 2023
Total AUM$579.8M
Discretionary$521.1M
Non-Disc.$58.7M
Employees5
Clients0
DateMar 2022
Total AUM$667.6M
Discretionary$590.4M
Non-Disc.$77.1M
Employees5
Clients0
DateApr 2021
Total AUM$582.1M
Discretionary$515.3M
Non-Disc.$66.8M
Employees6
Clients0
DateMar 2021
Total AUM$582.1M
Discretionary$515.3M
Non-Disc.$66.8M
Employees6
Clients0
DateJun 2020
Total AUM$524.7M
Discretionary$465.5M
Non-Disc.$59.2M
Employees5
Clients0
DateMay 2020
Total AUM$524.7M
Discretionary$465.5M
Non-Disc.$59.2M
Employees5
Clients0
DateMar 2020
Total AUM$524.7M
Discretionary$465.5M
Non-Disc.$59.2M
Employees5
Clients0
DateMar 2019
Total AUM$439.2M
Discretionary$388.3M
Non-Disc.$50.9M
Employees5
Clients0
DateMar 2018
Total AUM$458.1M
Discretionary$404.2M
Non-Disc.$54M
Employees5
Clients0
DateMar 2017
Total AUM$393.8M
Discretionary$345.7M
Non-Disc.$48.1M
Employees5
Clients300
DateMar 2016
Total AUM$354.7M
Discretionary$308.8M
Non-Disc.$45.9M
Employees5
Clients300
DateFeb 2015
Total AUM$365.1M
Discretionary$323.5M
Non-Disc.$41.6M
Employees5
Clients300
DateAug 2014
Total AUM$304.4M
Discretionary$278.6M
Non-Disc.$25.8M
Employees5
Clients300
DateJul 2014
Total AUM$304.4M
Discretionary$278.6M
Non-Disc.$25.8M
Employees5
Clients300
DateMar 2014
Total AUM$304.4M
Discretionary$278.6M
Non-Disc.$25.8M
Employees5
Clients300
DateDec 2013
Total AUM$261M
Discretionary$240.4M
Non-Disc.$20.6M
Employees5
Clients300
DateMar 2013
Total AUM$261M
Discretionary$240.4M
Non-Disc.$20.6M
Employees5
Clients300
DateMar 2012
Total AUM$257.5M
Discretionary$228.8M
Non-Disc.$28.7M
Employees1
Clients300
DateAug 2011
Total AUM$229.8M
Discretionary$215.8M
Non-Disc.$14.1M
Employees5
Clients--
DateMar 2011
Total AUM$229.8M
Discretionary$215.8M
Non-Disc.$14.1M
Employees5
Clients--
DateAug 2010
Total AUM$196.1M
Discretionary$183.8M
Non-Disc.$12.3M
Employees5
Clients--
DateJun 2010
Total AUM$164.2M
Discretionary$156.1M
Non-Disc.$8.1M
Employees5
Clients--
DateMar 2010
Total AUM$164.2M
Discretionary$156.1M
Non-Disc.$8.1M
Employees5
Clients--
DateApr 2009
Total AUM$136.7M
Discretionary$129.6M
Non-Disc.$7.1M
Employees5
Clients--
DateMar 2009
Total AUM$136.7M
Discretionary$129.6M
Non-Disc.$7.1M
Employees5
Clients--
DateMar 2008
Total AUM$147.5M
Discretionary$139.4M
Non-Disc.$8.1M
Employees5
Clients--
DateSep 2007
Total AUM$141.8M
Discretionary$133.7M
Non-Disc.$8.1M
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--