SHELLMAN INVESTMENT MANAGEMENT, LLC
CRD #316579 SEC #801-123508 CORAL GABLES, FL (786) 655-6180
SEC Registered
Total AUM
$157.3M
Discretionary
$157.3M
Employees
4
Clients
--
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $157.3M | $157.3M | $0 | 4 | 0 |
| Jun 2024 | $139.4M | $139.4M | $0 | 3 | 0 |
| Mar 2024 | $139.4M | $139.4M | $0 | 3 | 0 |
| Mar 2024 | $139.4M | $139.4M | $0 | 3 | 0 |
| Apr 2023 | $144.7M | $128.7M | $16M | 3 | 0 |
| Feb 2023 | $144.7M | $128.7M | $16M | 3 | 0 |
| Feb 2023 | $144.7M | $128.7M | $16M | 3 | 0 |
| Nov 2022 | $103.4M | $103.4M | $0 | 2 | 0 |
| Jul 2022 | $0 | $0 | $0 | 2 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $68.5M | $68.5M | $0 | 2 | 0 |
| Feb 2022 | $68.5M | $68.5M | $0 | 2 | 0 |
DateMar 2025
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$144.7M
Discretionary$128.7M
Non-Disc.$16M
Employees3
Clients0
DateFeb 2023
Total AUM$144.7M
Discretionary$128.7M
Non-Disc.$16M
Employees3
Clients0
DateFeb 2023
Total AUM$144.7M
Discretionary$128.7M
Non-Disc.$16M
Employees3
Clients0
DateNov 2022
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$68.5M
Discretionary$68.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$68.5M
Discretionary$68.5M
Non-Disc.$0
Employees2
Clients0