SIMS CAPITAL MANAGEMENT LLC

Overview

Sims Capital Management LLC is a small, SEC-registered advisory firm operating as a limited liability company and owned by an individual. The firm provides discretionary portfolio management for high-net-worth individuals, small businesses and investment companies, with a fee model that includes a percentage-of-AUM component. Since its SEC registration in 2007, the firm has focused on managing concentrated, account-level portfolios rather than acting as a broad capital allocator or offering pension consulting. The adviser is not positioned as an ESG specialist and does not report multi-state adviser activity. Investment activity centers on separately managed accounts and exchange-traded instruments. The firm runs discretionary strategies across client accounts, prioritizing liquid, exchange-traded equities as a primary building block within its SMA sleeve. Advisory work for investment companies indicates experience handling pooled investment structures in addition to individual and family accounts.

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Location & Offices