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SHIKIAR ASSET MANAGEMENT INC

CRD 107533File 801-44062
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$564.0M
Above cohort median (national)
Discretionary AUM
$557.0M
Non-discretionary $7.0M
Clients
148
238 accounts
Employees
6
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Jun 3, 1993
Principal office
1350 AVENUE OF THE AMERICAS, STE. 1608, NEW YORK, NY, 10019
Phone
212-888-6565

Assets & accounts

ADV Item 5F
Total regulatory AUM
$564.0M
Discretionary AUM
$557.0M
Non-discretionary AUM
$7.0M
Discretionary accounts
226
Non-discretionary accounts
12
Total accounts
238
AUM per client
$3.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other13$48.0M
High net worth individuals135$516.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients141148increased by7
Apr 1, 2026AUM$532,000,000$564,000,000increased by$32,000,000
Apr 1, 2026Accounts243238decreased by5
May 1, 2025
vs Oct 1, 2022
Clients125141increased by16
May 1, 2025
vs Oct 1, 2022
AUM$565,000,000$532,000,000decreased by$33,000,000
May 1, 2025
vs Oct 1, 2022
Accounts225243increased by18
Apr 1, 2022Clients116125increased by9
Apr 1, 2022AUM$495,000,000$565,000,000increased by$70,000,000
Apr 1, 2022Accounts222225increased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SHIKIAR ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHIKIAR ASSET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.