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Sims Capital Management LLC

● SEC registered since 2007CRD 129398SEC# 801-67455Milwaukee, WI
Export (members)
Reg. AUM
$56M
Employees
2
Accounts
17
Location
Milwaukee, WI

Sims Capital Management LLC assets under management

Sims Capital Management LLC operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2007. It reports $56 million in regulatory assets under management and employs 2 people.
www.simstotalreturn.comView on SEC.gov ↗

Sims Capital Management LLC owners & executives

2 reported
NameTitleOwnershipSince
David Cary Sims ControlPresident/Manager And Chief Compliance Officer50-75%2003
Luke Edward Sims ControlManager50-75%2003

Frequently asked questions

How much does Sims Capital Management LLC manage?

Sims Capital Management LLC reports $56 million in regulatory assets under management on its Form ADV.

How many employees does Sims Capital Management LLC have?

Sims Capital Management LLC reports 2 employees.

Where is Sims Capital Management LLC located?

Sims Capital Management LLC is based in Milwaukee, WI and has been SEC-registered since 2007.

Does Sims Capital Management LLC disclose fund performance?

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

Contact & registration

Address225 E. Mason Street, Suite 802, Milwaukee, WI 53202
Phone(414) 765-1107
FaxN/A
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$56M
Non-discretionary$0
Total (RAUM)$56M