SHELLMAN INVESTMENT MANAGEMENT, LLC

CRD 316579 · SEC 801-123508

2525 PONCE DE LEON BLVD, #300, CORAL GABLES, FL, 33134, United States

Phone

(786) 655-6180

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$209.6M

Discretionary AUM

$209.6M

Team

4 total employees; 3 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	40	$36.7M
High net worth individuals	93	$148.1M
Corporations/business entities	1	$24.8M

Official SEC filing: View on IAPD