Shikiar Asset Management Email Format

Investment ManagementNew York, United States2-10 Employees

Shikiar Asset Management, Inc. is a small, New York-based registered investment adviser that is 100% employee-owned. The firm relies on a seasoned team with extensive industry experience and pursues positive returns for clients while limiting risk through a long-term approach anchored in intensive fundamental research and capital preservation. It operates as both an investment manager and a trusted adviser, emphasizing personal oversight and close relationships with clients and their accountants, lawyers, business managers, trustees, and investment consultants. Over more than two decades, the firm has maintained limited client turnover, reflecting its service model.

Its clients include high net worth individuals, families, corporations, trusts, foundations, and tax-exempt portfolios. Based in New York City, the firm announced in 2023 that it released its 13F holdings report, signaling ongoing disclosure of holdings and activity.

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