Herbert J SIMS Capital Management Inc

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Assets, Funds, Holdings

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Herbert J SIMS Capital Management Inc
CRD #134510
SEC #801-124853
CIK #
AUM $146.7 MM (2024-03-28)
Employees 30 (70% Investors, 77% Brokers)
Phone203-418-9000
Address2150 Post Road
Fairfield, CT 06824
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 153 48.9
(b) Individuals (high net worth individuals) 39 83.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 1.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 12.4
(n) Other 0 0.0
Total 333 146.7
By Discretionary
Discretionary 245 121.2
Non-Discretionary 88 25.4
Total 333 146.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 146.7
Total 333 146.7
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