SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC

Overview

Social Investment Managers And Advisors, LLC is a limited liability company registered with the SEC in 2020 that acts primarily as an adviser to pooled investment vehicles and institutional clients. The firm is classified as an Other Fund Provider and reports an owner structure tied to a domestic individual/entity. Its advisory mandate spans portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm does not identify as an active ESG investor and does not operate as a capital allocator; its fee model combines a percentage-of-AUM charge with performance-based fees, signaling an emphasis on incentive-aligned strategies for certain mandates. Investment activity is concentrated in managed pooled vehicles and specialized strategies rather than broad retail SMA offerings. The firm’s structure and fee approach indicate it typically manages bespoke or institutionally structured mandates where performance fees and customized terms are more common than in standard advisory relationships.

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Location & Offices