Shellman Investment Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$210M
Discretionary
$210M
100% of AUM
Avg account
$1.2M
Accounts
178
Employees
4
Advisory reps
4

Firm details

Headquarters
Coral Gables, Florida
CRD number
316579
Registered since
November 25, 2022
Custodians
MORGAN STANLEY & CO. LLC, PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI70.66%
  • Individuals17.51%
  • Corporations / Businesses11.83%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Shellman Investment Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm provides fee-based portfolio management on a percentage-of-AUM basis to both individual and family clients and institutional accounts, with an explicit advisory emphasis on portfolio management for individuals and small businesses. It reports affiliations with broker-dealers and other investment adviser entities. Shellman identifies as not being an active ESG investor and does not act as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 12%, US Government Bonds 4%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents12%
  • US Government Bonds4%

Owners & executives

1 of 1
  • Stephanie Shellman

    Stephanie Shellman

    Founder and CEOCRD 4661329

Contacts

3 of 3
  • Rajiv Shah

    Rajiv Shah

    Head TraderCRD 3162156

  • Agustin Etcheverry

    Agustin Etcheverry

    Operations and TradingCRD 7796785

  • Ines Tarigo Beretervide

    Investment Adviser RepresentativeCRD 7986340

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2525 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth