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| Social Investment Managers and Advisors LLC
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|---|---|
| CRD # | 309110 |
| SEC # | 801-119020 |
| CIK # | |
| AUM | 100.6 M (2026-03-30) |
| Employees | 4 (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 | AUM |
|---|---|---|---|---|
| Other | SIMA Commercial & Industrial Solar Green Bond BV | 2025-03-28 | 64.6 M | |
| Other | Energy Access Relief Fund BV INCL EARF CV | [2022-03-30] | 6.9 M | 33.1 M |
| Offered $6,946,060 · Filed 2025-08-15 (D/A) · Exemption 506(c) · Minimum $500,000 · Duration More than one year · Revenue $1,000,001 - $5,000,000 | ||||
| Other | SIMA Angaza Distributor Finance Fund BV | [2020-06-08] | 2.4 M | 2.4 M |
| Offered $2,375,000 · Filed 2022-02-15 (D) · Exemption 506(c) · Minimum $250,000 · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| Other | SIMA Off-Grid Solar and Financial Access Senior Debt Fund I BV | 2020-06-08 | 0.3 M | |
| AUM Breakdown | Accounts | AUM ($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 | 100.4 |
| (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 | 0.2 |
| Total | 7 | 100.6 |
| By Discretionary | ||
| Discretionary | 2 | 0.0 |
| Non-Discretionary | 5 | 100.6 |
| Total | 7 | 100.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 100.6 | |
| United States Persons | 0.0 | |
| Total | 7 | 100.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Syed Asad Mahmood | Director | 4 | 2 | |
| Lesley Marincola | Director | 4 | 2 | |
| Daphne Pit Hogenes | Director | 3 | 2 | |
| Kirsten Botman | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 (100 non-US) |
| Serves | Institutional, Retail |
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