SIMS CAPITAL MANAGEMENT LLC

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Adviser Profile
As of Date 03/26/2024
Adviser Type - An investment adviser (or subadviser) to an investment company
Number of Employees 2
of those in investment advisory functions 2
Registration Wisconsin, Terminated, 1/16/2007
Other registrations (1)
AUM* 49,943,509 3.01%
of that, discretionary 49,943,509 3.01%
Private Fund GAV* 0 -100.00%
Avg Account Size 3,841,808 34.71%
SMA’s Yes
Private Funds 0 1
Contact Info (41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
53M 45M 38M 30M 23M 15M 8M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary

Overview

Sims Capital Management LLC (“Sims Capital” or “SCM”) manages funds and separate accounts for individuals. SCM invests clients’ funds according to its management style (discussed later,
in Item 8). As of December 31, 2023, SCM managed a total of $49,943,509, including any cash balances, in discretionary accounts and $0 in accounts on a non-discretionary basis.