RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEMEO, JAMES, NICHOLASIMANAGING MEMBERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBERD Control
DEMEO, JAMES, NICHOLASIMANAGING MEMBER/CHIEF INVESTMENT OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
DEMEO, JAMES, NICHOLASICHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control
SHULMAN, JASON, HAROLDIMANAGING MEMBERD Control

Registrations

Federal

IA
Mar 12, 2025 REGISTERED

Notice Filings (8)

CT FL LA NC NJ NY PA TX

Address

3000 MARCUS AVENUE
SUITE 3W1
LAKE SUCCESS, NY 11042
United States
Phone: 516.708.9955