Simaan Investment Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 289547
- Custodians
- INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals83.33%
- HNWI13.23%
- Other3.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Simaan Investment Management, L.L.C. is a small, equity-focused investment adviser organized as a limited liability company that provides portfolio management for individuals, small businesses and institutional clients. The firm’s activity centers on discretionary equity management, with a clear preference for exchange-traded equities and ETFs as the primary building blocks of portfolios. Fee arrangements include both a percentage-of-AUM component and performance-based fees, indicating the adviser runs accounts with incentive alignment tied to investment outcomes. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- Derivatives5%
Owners & executives
1 of 1
Samer Simaan
CEOCRD 6845473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations