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The Simmons Partnership, Inc

● SEC registered since 2014CRD 156740SEC# 801-79395Towson, MD
Export (members)
Reg. AUM
$174M
Employees
3
Accounts
846
Location
Towson, MD

The Simmons Partnership, Inc assets under management

The Simmons Partnership, Inc is an SEC-registered investment adviser based in Towson, MD. The firm has been registered since 2014. It reports $174 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/the-simmons-partnership-llcView on SEC.gov ↗

The Simmons Partnership, Inc owners & executives

1 reported
NameTitleOwnershipSince
James Darby Simmons ControlPresident, Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does The Simmons Partnership, Inc manage?

The Simmons Partnership, Inc reports $174 million in regulatory assets under management on its Form ADV.

How many employees does The Simmons Partnership, Inc have?

The Simmons Partnership, Inc reports 3 employees.

Where is The Simmons Partnership, Inc located?

The Simmons Partnership, Inc is based in Towson, MD and has been SEC-registered since 2014.

Does The Simmons Partnership, Inc disclose fund performance?

The Simmons Partnership, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressBosley Hall, 222 Courthouse Ct., Suite 1a, Towson, MD 21204
Phone443-470-8000
Fax410-337-0044
Office hours9 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.5M
Non-discretionary$39.5M
Total (RAUM)$174M