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| Happy Holidays!! thanks for using AUM13F!! |
| SIMS Capital Management LLC
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|---|---|
| CRD # | 129398 |
| SEC # | 801-67455 |
| CIK # | 0001608812 |
| AUM | $56.0 M (2025-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 414-765-1107 |
| Address | 225 E Mason Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Peregrine Investment Fund LLC | 2012-02-16 | 3.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 10.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 45.8 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 56.0 |
| By Discretionary | ||
| Discretionary | 17 | 56.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 56.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 56.0 | |
| Total | 17 | 56.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13D | [0001608812] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| SIMS Capital Management LLC | Full Circle Capital Corp | [2016-07-28] |
| SIMS Capital Management LLC | First Trust Dividend & Income Fund | [2014-06-03] |
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|
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