SHULMAN DEMEO ASSET MANAGEMENT LLC

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Shulman Demeo Asset Management is based out of Lake Success. Shulman Demeo Asset Management is a large advisory firm with 337 clients and discretionary assets under management (AUM) of $465,526,208 (Form ADV from 2020-06-09). Their last reported 13F filing for Q2 2020 included $258,522,000 in managed 13F securities and a top 10 holdings concentration of 74.7%. Shulman Demeo Asset Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 425,953. Whalewisdom has at least 7 13F filings

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06/30/2020

13F Activity

  • Market Value $258.522 Million
  • Prior Market Value $214.852 Million
  • New Purchases13 stocks
  • Additional Purchases36 stocks
  • Sold out of2 stocks
  • Reduced holdings in52 stocks
  • Top 10 Holdings % 74.70 %
  • Turnover % [1]:13.51%
  • Turnover Alt % [2]: 2.26 %
  • Time Held Top20:4.85 quarters
  • Time Held Top10:4.80 quarters
  • Time Held All:5.19 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 10.71%
Performance Last 4 Quarters: 11.2%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SHULMAN DEMEO ASSET MANAGEMENT, LLC
3000 MARCUS AVENUE SUITE 3W1
LAKE SUCCESS NY    11042
Country: United States

Business Phone: 516.708.9955
Fax: 516.708.9951
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,WRAP FEE
Amount of client funds and securities: 109,630,000
Total Number of Clients: 337
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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SHULMAN DEMEO ASSET MANAGEMENT, LLC

ownership team - last updated 2020-06-09
Name Title Start Date Direct/Indirect % Ownership
DEMEO, JAMES, NICHOLAS CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER 11/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER direct 2006-11-01
SHULMAN, JASON, HAROLD MANAGING MEMBER 11/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2006-11-01

SHULMAN DEMEO ASSET MANAGEMENT, LLC

ownership team - last updated 2020-03-16
Name Title Start Date Direct/Indirect % Ownership

SHULMAN DEMEO ASSET MANAGEMENT, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
DEMEO, JAMES, NICHOLAS CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER 11/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER direct 2006-11-01
SHULMAN, JASON, HAROLD MANAGING MEMBER 11/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2006-11-01

SHULMAN DEMEO ASSET MANAGEMENT, LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
DEMEO, JAMES, NICHOLAS CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER 11/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER direct 2006-11-01
SHULMAN, JASON, HAROLD MANAGING MEMBER 11/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-11-01
SHULMAN DEMEO ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2006-11-01

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