Social Investment Managers and Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309110
- Registered since
- July 13, 2020
- Website
- simafunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.83%
- Other0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Social Investment Managers and Advisors, LLC is a small SEC-registered advisory firm that focuses on institutional clients and pooled investment vehicles. Registered in 2020, the firm describes its primary advisory work as portfolio management for individuals and small businesses, pooled investment vehicles, and for businesses or institutions. Its fee model combines a percentage-of-AUM component with performance-based fees, and it is classified as an "Other Fund Provider" rather than a traditional wealth manager or broker-dealer. The firm does not report being an active ESG investor and it does not identify as a multi-state adviser.
Assets & Accounts
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
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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