SIMMONS L E & ASSOCIATES INC

RIASEC RegisteredEst. 1995
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$340M
Accounts
7
Employees
23
Advisory reps
4

Firm details

Headquarters
HOUSTON, Texas
CRD number
107599
Registered since
May 25, 1995
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Simmons L E & Associates Inc is organized as a corporation and functions primarily as a private equity manager serving institutional clients. The adviser has been SEC-registered since 1995 and is owned by an individual. Its advisory mandate centers on managing pooled investment vehicles; the firm also serves as sponsor, general partner and managing member for those vehicles. Fees are charged on a percentage-of-assets basis along with other agreed-upon fee arrangements. Simmons L E & Associates Inc does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • ANTHONY DELUCA

    PartnerCRD 2670155

  • LAURENCE SIMMONS

    Founder and PartnerCRD 1921292

  • ANDREW WAITE

    Managing PartnerCRD 2413512

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
600 Travis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth