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| Happy Holidays!! thanks for using AUM13F!! |
| SIMS Investment Management LLC
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| CRD # | 169491 |
| SEC # | 801-123034 |
| CIK # | 0002053807 |
| AUM | $245.9 M (2025-07-11) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 513-278-7467 |
| Address | 3322 Erie Ave Cincinnati, OH 45208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053807 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 5.4 | ||
| Uber Technologies Inc | 4.2 | ||
| Facebook Inc | 2.0 | ||
| Tesla Motors Inc | 1.9 | ||
| Carnival Corp | 1.7 | ||
| Eaton Vance Tax-Managed Buy-Write Income Fund | 1.5 | ||
| VIAD Corp | 1.1 | ||
| Nvidia Corp | 0.9 | ||
| Microsoft Corp | 0.7 | ||
| Apple Inc | 0.7 | ||
| American Financial Group Inc | 0.5 | ||
| Royal Caribbean Cruises Ltd | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,685 | 139.0 |
| (b) Individuals (high net worth individuals) | 31 | 101.0 |
| (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 | 34 | 4.0 |
| (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 | 2 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,752 | 245.9 |
| By Discretionary | ||
| Discretionary | 1,718 | 241.9 |
| Non-Discretionary | 34 | 4.0 |
| Total | 1,752 | 245.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.9 | |
| Total | 1,752 | 245.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053807] |
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