SHAREKS STOCK PORTFOLIOS

SHAREKS STOCK PORTFOLIOS of NEW YORK, NY is an SEC-registered investment adviser (CRD 144822). Regulatory assets under management: $13.4M.

Registration

• CRD: 144822
• SEC file number: 801-68237
• Type: Registered investment adviser
• Location: 230 E. 30TH STREET, SUITE 12C, NEW YORK, NY, 10016
• Phone: 917-657-8126
• Latest filing: 2026-02-27
• Regulatory AUM: $13.4M
• Discretionary AUM: $13.4M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Subscription.

Clients served: High net worth, Pooled vehicles, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144822 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search