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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Shah, Rajiv | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHELLMAN, STEPHANIE, LYNN | I | MANAGING MEMBER/DIRECTOR | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | MANAGING MEMBER/DIRECTOR/CCO | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | MANAGING MEMBER/DIRECTOR/CCO | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | MANAGING MEMBER/DIRECTOR/CCO | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHELLMAN, STEPHANIE, LYNN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (1)
FL
Address
2525 PONCE DE LEON BLVD#300
CORAL GABLES, FL 33134
United States
Phone: (786) 655-6180