# Shulman DeMeo Asset Management

Shulman DeMeo Asset Management is a RIA based in Lake Success, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lake Success, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** shulmandemeo.com

## Regulatory record

- **CRD number:** 142897
- **SEC file number:** 801-67835
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142897

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Hedge Funds

## People

- David Shulman — Managing Partner
- Joseph DeMeo — Managing Partner

## 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.

### 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.

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Last updated: 2026-07-06T01:24:25.438Z

Canonical page: https://altss.com/profile/shulman-demeo-asset-management-llc

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