Simansky Investments, LLC

Overview

Simansky Investments, LLC is a small, independent registered investment adviser that serves individual and family clients with financial planning and portfolio management services. The firm runs an advisory practice focused on direct client relationships rather than institutional mandates: its assets are managed on a non-discretionary basis, and its fee approach combines a percentage of assets under management with hourly billing. Filings indicate an equity-first orientation, with a meaningful tilt toward non-exchange traded equity positions and a willingness to incorporate ESG factors into the investment process. The adviser does not operate as a capital allocator or sponsor proprietary funds; instead it uses third-party managers when accessing alternative strategies. Given the firm’s client and account counts, the business appears to be a boutique practice that emphasizes customized planning and consultative portfolio guidance more than large-scale institutional overlays.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices