|
⚲
|
| Keyboard |
| SIMS Capital Management LLC
✚
|
|
|---|---|
| CRD # | 129398 |
| SEC # | 801-67455 |
| CIK # | 0001608812 |
| AUM | 56.4 M (2026-03-26) |
| 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 ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Peregrine Investment Fund LLC | 2012-02-16 | 3.4 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 9.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 47.4 |
| (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 | 56.4 |
| By Discretionary | ||
| Discretionary | 17 | 56.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 56.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 56.4 | |
| Total | 17 | 56.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 17 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Springdale Capital LLC
✚
|
64.2 M | |
|
OTG Asset Management Ltd
✚
|
63.8 M | |
|
Gruenstein Investments LLC
✚
|
61.5 M | |
|
Dipsea Capital LLC
✚
|
CA | 61.3 M |
|
Kineo Capital LLC
✚
|
NY | 61.1 M |
|
Richmond Quantitative Advisors LLC
✚
|
60.0 M | |
|
Transglobal Advisory LLC
✚
|
CA | 58.3 M |
|
Princeton Value Partners LLC
✚
|
NY | 57.4 M |
|
Silver Capital Management LLC
✚
|
50.1 M | |
|
Bancreek Capital Management LP
✚
|
CA | 49.3 M |