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- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-1993
- Office Locations
- 1
Office Locations
About Shikiar Asset Management INC
Shikiar Asset Management is a 100% employee-owned New York–based RIA providing discretionary investment management and advisory services for high net worth individuals/families and select institutions (corporations, trusts, foundations, tax-exempt portfolios). The firm applies rigorous research with an opportunistic, downside-risk-managed approach focused on long-term global macro and secular trends and corporate catalysts, investing across the capital structure. Team averages 25 years’ experience; 30+ year history with low client turnover.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STUART ALAN SHIKIAR
Chief Executive Officer, Co-Chief Executive Officer, President, Secretary, TREASURER
- CRD
- --
- Ownership
- 75% or more
DIANE MARIA MCDERMOTT
Chief Compliance Officer, PARTNER
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $557,000,000 | $2,464,602 |
| Non-Discretionary | $7,000,000 | $583,333 |
| Total | $564,000,000 | $2,369,748 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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