| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Kenneth Sims Control | Managing Member | Over 75% | 2013 |
| David James Reichert | Chief Compliance Officer | Under 5% | 2025 |
Sims Investment Management LLC reports $245.9 million in regulatory assets under management on its Form ADV.
Sims Investment Management LLC reports 7 employees.
Sims Investment Management LLC is based in Cincinnati, OH and has been SEC-registered since 2022.
Sims Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3322 Erie Ave., Suite 200, Cincinnati, OH 45208 |
| Phone | 513-278-7467 |
| Fax | 513-297-7591 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2053807 |
| Discloses disciplinary history | Yes |
| Discretionary | $241.9M |
| Non-discretionary | $4M |
| Total (RAUM) | $245.9M |