SHELLMAN INVESTMENT MANAGEMENT, LLC

Overview

Shellman Investment Management, LLC is a privately owned RIA structured as a limited liability company and registered with the SEC in 2022. The firm concentrates on discretionary portfolio management for individuals, families and small businesses, charging fees as a percentage of assets under management. Its client base spans individual and family investors as well as some institutional relationships. Shellman is not positioned as an ESG-focused adviser, is not a pension consultant, and is classified as an individual-owner adviser rather than a multi-state or related adviser. Investment activity, as disclosed, shows a clear tilt toward pooled public funds rather than single-name stock picking. The firm builds client portfolios primarily with mutual funds and similar public fund vehicles, using custodian platforms to implement models and separate account structures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices