Niche RIA Focus Shikiar Asset Management is a 100% employee-owned registered investment advisor based in New York with a tight, high-touch client base (high net worth individuals, families, trusts, foundations) and a 20+ year track record. This suggests strong relationship-driven sales opportunities with boutique clients seeking personalized, stable asset management and succession planning.

Stable Expertise The firm emphasizes a seasoned team with over a century of combined experience and a core strategy centered on fundamental research and capital preservation. Prospects prioritizing risk-aware, long-term investing may be receptive to a boutique manager known for consistency and institutional-grade due diligence.

Tech-Enabled Ops Shikiar’s tech stack includes iCIMS, AWS, Drupal, WordPress, Mimecast, Piwik PRO Core, Astra, and Nginx, indicating a modern, scalable infrastructure that can support growth and client portal enhancements. This opens conversations around offering technology integrations, cybersecurity services, or enhanced digital client experiences.

Recent Activity The firm has published a 13F holdings report and has ongoing equity stakes in names like Alphabet, Whiting Petroleum, Farfetch, Allogene Therapeutics, and Cardlytics. This shows active portfolio management and transparency to clients, suggesting opportunity to discuss reporting enhancements, ESG integrations, or additional advisory services.

Growth Readiness With revenue in the mid-range and a small employee footprint, Shikiar may be looking to scale while preserving its culture. There may be opportunities to propose scalable compliance, fundraising support, outsourced operations, or partnership models to accelerate growth without compromising service quality.