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Shulman DeMeo Asset Management
SHULMAN DEMEO ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in LAKE SUCCESS, NY, registered since 2007. The firm manages $815 million in...
Shulman DeMeo Asset Management
SHULMAN DEMEO ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in LAKE SUCCESS, NY, registered since 2007. The firm manages $815 million in assets, $731 million on a discretionary basis. It has 6 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
$100M - $500M (Altss estimate)
Location
Region
North America
Country
United States
City
Lake Success
Corporate office
New York, NY, United States
Principals
David Shulman
Managing Partner
Joseph DeMeo
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Shulman DeMeo Asset Management?
David Shulman and Joseph DeMeo serve as managing partners and oversee all investment decisions. Both are listed as principals in public records, though detailed biographies are not widely available.
How does Shulman DeMeo source proprietary deal flow?
The firm relies on direct relationships in real estate and private credit markets, often co-investing alongside established sponsors and funds. Specific sourcing channels are not publicly described.
What investment stages does the firm typically target?
Shulman DeMeo focuses on direct equity and debt investments in real estate and infrastructure, spanning value-add and opportunistic strategies. It also allocates to hedge funds for liquid market exposure.
Where does the underlying wealth come from?
The wealth origin is not publicly disclosed. The firm is structured as a single-family office for the Shulman and DeMeo families, implying personal capital from professional or entrepreneurial sources.
Does Shulman DeMeo participate in fund commitments or only direct deals?
The firm does both: direct real estate syndications and credit placements, alongside hedge fund commitments for portfolio diversification. Co-investments with external partners are part of its model.
Which sectors does the firm explicitly avoid?
No explicit avoidance sectors are documented in public sources. The disclosed activity suggests a focus on hard assets and credit, with no visible exposure to venture capital or public equities beyond hedge funds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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