SHELLMAN INVESTMENT MANAGEMENT, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 316579). Regulatory assets under management: $209.6M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Rajiv Shah | CHIEF COMPLIANCE OFFICER | Palo Alto, CA |
| Stephanie Lynn Shellman | OWNER AND CHIEF EXECUTIVE OFFICER | — |
| SHELLMAN STEPHANIE LYNN | MANAGING MEMBER/DIRECTOR; MANAGING MEMBER/DIRECTOR/CCO; OWNER (+1 more) | — |
| Shah Rajiv | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |