SHULMAN DEMEO ASSET MANAGEMENT, LLC of LAKE SUCCESS, NY is an SEC-registered investment adviser (CRD 142897). Regulatory assets under management: $815.4M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Other.
| 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 | — |