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SHULMAN DEMEO ASSET MANAGEMENT LLC

Company Details

Name: SHULMAN DEMEO ASSET MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Sep 2006 (18 years ago)
Entity Number: 3413274
ZIP code: 00000
County: Nassau
Place of Formation: New York
Address: 1111 MARCUS AVENUE, LAKE SUCCESS, NY, United States, 00000

Central Index Key

CIK number Mailing Address Business Address Phone
1767070 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042 5167089954

Filings since 2024-10-15

Form type 13F-HR
File number 028-19048
Filing date 2024-10-15
Reporting date 2024-09-30
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Filings since 2024-08-01

Form type N-PX
File number 028-19048
Filing date 2024-08-01
Reporting date 2024-06-30
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Filings since 2024-07-17

Form type 13F-HR
File number 028-19048
Filing date 2024-07-17
Reporting date 2024-06-30
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Filings since 2024-04-16

Form type 13F-HR
File number 028-19048
Filing date 2024-04-16
Reporting date 2024-03-31
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Filings since 2024-01-11

Form type 13F-HR
File number 028-19048
Filing date 2024-01-11
Reporting date 2023-12-31
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Filings since 2023-10-19

Form type 13F-HR
File number 028-19048
Filing date 2023-10-19
Reporting date 2023-09-30
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Filings since 2023-07-27

Form type 13F-HR
File number 028-19048
Filing date 2023-07-27
Reporting date 2023-06-30
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Filings since 2023-04-14

Form type 13F-HR
File number 028-19048
Filing date 2023-04-14
Reporting date 2023-03-31
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Filings since 2023-01-24

Form type 13F-HR
File number 028-19048
Filing date 2023-01-24
Reporting date 2022-12-31
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Filings since 2022-10-18

Form type 13F-HR
File number 028-19048
Filing date 2022-10-18
Reporting date 2022-09-30
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Filings since 2022-07-22

Form type 13F-HR
File number 028-19048
Filing date 2022-07-22
Reporting date 2022-06-30
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Filings since 2022-04-27

Form type 13F-HR
File number 028-19048
Filing date 2022-04-27
Reporting date 2022-03-31
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Filings since 2022-01-28

Form type 13F-HR
File number 028-19048
Filing date 2022-01-28
Reporting date 2021-12-31
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Filings since 2021-10-26

Form type 13F-HR
File number 028-19048
Filing date 2021-10-26
Reporting date 2021-09-30
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Filings since 2021-07-21

Form type 13F-HR
File number 028-19048
Filing date 2021-07-21
Reporting date 2021-06-30
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Filings since 2021-04-26

Form type 13F-HR
File number 028-19048
Filing date 2021-04-26
Reporting date 2021-03-31
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Filings since 2021-01-13

Form type 13F-HR
File number 028-19048
Filing date 2021-01-13
Reporting date 2020-12-31
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Filings since 2020-11-02

Form type 13F-HR
File number 028-19048
Filing date 2020-11-02
Reporting date 2020-09-30
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Filings since 2020-07-21

Form type 13F-HR
File number 028-19048
Filing date 2020-07-21
Reporting date 2020-06-30
File View File

Filings since 2020-04-10

Form type 13F-HR
File number 028-19048
Filing date 2020-04-10
Reporting date 2020-03-31
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Filings since 2020-01-15

Form type 13F-HR
File number 028-19048
Filing date 2020-01-15
Reporting date 2019-12-31
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Filings since 2019-10-30

Form type 13F-HR
File number 028-19048
Filing date 2019-10-30
Reporting date 2019-09-30
File View File

Filings since 2019-07-18

Form type 13F-HR
File number 028-19048
Filing date 2019-07-18
Reporting date 2019-06-30
File View File

Filings since 2019-05-01

Form type 13F-HR
File number 028-19048
Filing date 2019-05-01
Reporting date 2019-03-31
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Filings since 2019-02-07

Form type 13F-HR
File number 028-19048
Filing date 2019-02-07
Reporting date 2018-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHULMAN DEMEO ASSET MANAGEMENT, LLC 401K PLAN 2023 208057963 2024-02-08 SHULMAN DEMEO ASSET MANAGEMENT, LLC 6
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Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC 401K PLAN 2022 208057963 2023-01-27 SHULMAN DEMEO ASSET MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC 401K PLAN 2021 208057963 2022-03-24 SHULMAN DEMEO ASSET MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC 401K PLAN 2020 208057963 2021-06-01 SHULMAN DEMEO ASSET MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC PENSION PLAN 2019 208057963 2020-08-06 SHULMAN DEMEO ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC 401K PLAN 2019 208057963 2020-08-05 SHULMAN DEMEO ASSET MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC PENSION PLAN 2018 208057963 2019-05-13 SHULMAN DEMEO ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC 401K PLAN 2018 208057963 2019-05-13 SHULMAN DEMEO ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC PENSION PLAN 2017 208057963 2018-10-14 SHULMAN DEMEO ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
SHULMAN DEMEO ASSET MANAGEMENT, LLC 401K PLAN 2017 208057963 2018-09-26 SHULMAN DEMEO ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 5167089955
Plan sponsor’s address 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1111 MARCUS AVENUE, LAKE SUCCESS, NY, United States, 00000

Filings

Filing Number Date Filed Type Effective Date
061130000360 2006-11-30 CERTIFICATE OF PUBLICATION 2006-11-30
060915000850 2006-09-15 ARTICLES OF ORGANIZATION 2006-09-15

Date of last update: 31 Dec 2024

Sources: New York Secretary of State