CRD: 316579
Shellman Investment Management, LLC
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- Custodian
- Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2008
- Office Locations
- 3
Office Locations
About Shellman Investment Management, LLC
Shellman Invest (Shellman Investment Management) is a Florida-based RIA focused on long-term, goals-based portfolio management. The firm emphasizes strategic asset allocation, diversification and risk education, and seeks net returns by minimizing taxes and fees. It selects “best in class” third-party managers for underlying strategies and states it accepts no compensation from banks or product providers, supporting independent advice. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEPHANIE LYNN SHELLMAN
Chief Executive Officer, Investment Advisor, Owner
- CRD
- --
- Ownership
- 75% or more
Rajiv Shah
Managing Director / Head Trader
- CRD
- #3162156
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Agustin Etcheverry
--
- CRD
- #7796785
Ines Maria Tarigo Beretervide
--
- CRD
- #7986340
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,606,890 | $1,177,567 |
| Non-Discretionary | $0 | -- |
| Total | $209,606,890 | $1,177,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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