PPrivate Fund Data Log in Join · $37/mo

Simcoe Capital, LLC

● SEC registered since 2025CRD 121505SEC# 801-134770Spokane, WA
Export (members)
Reg. AUM
$123.9M
Employees
4
Accounts
16
Location
Spokane, WA

Simcoe Capital, LLC assets under management

Simcoe Capital, LLC is an investment advisory firm registered with the SEC based in Spokane, WA. The firm has been registered since 2025. It reports $123.9 million in regulatory assets under management and employs 4 people.

Simcoe Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alisa Janell Martin ControlChief Compliance OfficerUnder 5%2022
Colin Thomas Kelly ControlMember25-50%2020
John Alan SwallowMember5-10%2020
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Simcoe Capital, LLC manage?

Simcoe Capital, LLC reports $123.9 million in regulatory assets under management on its Form ADV.

How many employees does Simcoe Capital, LLC have?

Simcoe Capital, LLC reports 4 employees.

Where is Simcoe Capital, LLC located?

Simcoe Capital, LLC is based in Spokane, WA and has been SEC-registered since 2025.

Does Simcoe Capital, LLC disclose fund performance?

Simcoe Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9 S Washington St, Suite 520, Spokane, WA 99201
Phone509-789-8970
Fax509-789-8976
Office hours6:00 A.M To 3:00 P.M
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.9M
Non-discretionary$0
Total (RAUM)$123.9M