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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Social Investment Managers and Advisors LLC
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|---|---|
| CRD # | 309110 |
| SEC # | 801-119020 |
| CIK # | |
| AUM | $93.0 M (2025-04-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 917-750-5588 |
| Address | 157 Columbus Avenue New York, NY 10023 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | SIMA Commercial & Industrial Solar Green Bond BV | 2025-03-28 | 20.7 | |
| Other | Energy Access Relief Fund BV INCL EARF CV | [2022-03-30] | 11.5 | 68.0 |
| Other | SIMA Angaza Distributor Finance Fund BV | [2020-06-08] | 2.4 | 2.7 |
| Other | SIMA Off-Grid Solar and Financial Access Senior Debt Fund I BV | 2020-06-08 | 0.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 4 | 91.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 1 | 0.0 |
| (n) Other | 1 | 1.3 |
| Total | 7 | 93.0 |
| By Discretionary | ||
| Discretionary | 2 | 0.0 |
| Non-Discretionary | 5 | 93.0 |
| Total | 7 | 93.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 93.0 | |
| United States Persons | 0.0 | |
| Total | 7 | 93.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Syed Asad Mahmood | 4 | ||
| Daphne Pit Hogenes | 3 | ||
| Lesley Marincola | 4 | ||
| Kirsten Botman | 1 |
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|---|---|---|
|
Women's Wealth Advisor
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NJ | 0.1 |
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MD | 0.1 |
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NY | 0.1 |
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Ormonde USA LLC
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0.1 | |
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MO | 0.1 |
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PMV Capital Advisers LLC
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TX | 0.1 |
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Bentham Wealth Advisors Inc
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NY | 0.1 |
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OH | 0.1 |