# SHULMAN DEMEO ASSET MANAGEMENT, LLC

SHULMAN DEMEO ASSET MANAGEMENT, LLC of LAKE SUCCESS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 142897
- Type: SEC-registered investment adviser
- SEC file number: 801-67835
- Location: 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
- Phone: 516.708.9955
- Latest filing: 2026-03-16
- Regulatory AUM: $815.4M
- Discretionary AUM: $731.4M
- Non-discretionary AUM: $83.9M
- Clients: 6
- Accounts: 895

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason Harold Shulman | MANAGING MEMBER | — |
| James Nicholas Demeo | CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | — |
| DEMEO JAMES NICHOLAS | CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+1 more) | — |
| SHULMAN JASON HAROLD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142897/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142897/similar
- Related entities: https://search.stillhousedata.com/firm/142897/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142897

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.