Shehu Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shehu Asset Management, LLC provides financial planning and discretionary portfolio management to individuals, small businesses, pensions, trusts, estates, charitable organizations and corporations, and also offers pension consulting services. Portfolios typically include equities, exchange-traded funds and derivatives such as options, and services are tailored to each client’s demographics and risk tolerance.
The firm manages client assets on a discretionary basis and employs proprietary modeling tools to determine position sizes, risk parameters and entry/exit time frames, with risk for each trade defined prior to entry to limit exposure to any single position. Account activity is reviewed in real time, trading and reporting are conducted through Interactive Brokers as custodian, and the firm states it does not accept commissions or soft-dollar benefits from its custodian.
Noteworthy features include providing portfolio management to institutional and pension clients and offering pension consulting—services that are relatively uncommon among independent advisers—while operating with a small client base and modest assets under management, which may allow for more individualized oversight. The brochure discloses an Acceptance, Waiver and Consent involving an employee in June 2022; the firm reported the matter was consented to without admitting or denying the findings.
Client services
Expertise
Fee options
Negotiable fee structure ranging from 0% to 2% annually based on account net liquidation asset levels
Main office
88 Railstone Drive
Southbury CT 06488
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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