SHEARSON CAPITAL MANAGEMENT, LLC

Adviser information for SHEARSON CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 3rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-129106
SEC ERA File Number 802-129106
SEC CIK Numbers None
SEC CRD Numbers 325704
Legal Entity Identifier None

Principal Office

7000 WEST PALMETTO PARK ROAD
SUITE 501
BOCA RATON
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 561-414-6050, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SHEARSON SPORTS OPPORTUNITY FUND, LLC Private Equity Fund $1.9M $0.3M 11

Control Persons

Name Type Entity Title Since Ownership
KAPLAN, JED, PHILIP Individual MANAGER 01/2023 50-75%
GROSSMAN, STEVEN, MICHAEL Individual MEMBER 01/2023 5-10%
Demetriou, Steve, James Individual MEMBER 01/2023 25-50%
DEMETRIOU, ALEXANDER, NMN Individual MEMBER 01/2023 < 5%

No. Employees, Historic

0002023202420250 on 10/26/20230 on 3/3/2024