Shikiar Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $564M in regulatory assets under management, 6 employees, and 238 accounts.
Assets Under Management
$564M
Employees
6
Offices
--
Total Clients
148
Primary office
NEW YORK, NY
1350 AVENUE OF THE AMERICAS, STE. 1608, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.2% of total clients.
Top client categories% of clientsClients
1
HNWI
91.2%
135
2
Corporations
8.8%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$564Mas of March 24, 2026
Discretionary98.8%
$557M
99% of total RAUM98.8%
Non-discretionary1.2%
$7M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$564M
Total Accounts238
10Y AUM Change+$229M (+68.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.