Sims Capital Management LLC
● SEC registered since 2007CRD 129398SEC# 801-67455Milwaukee, WI
Reg. AUM
$56.4M
Employees
2
Accounts
17
Location
Milwaukee, WI
Sims Capital Management LLC assets under management
Sims Capital Management LLC operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2007. It reports $56.4 million in regulatory assets under management and employs 2 people.
Sims Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Cary Sims Control | President/Manager And Chief Compliance Officer | 50-75% | 2003 |
| Luke Edward Sims Control | Manager | 50-75% | 2003 |
Frequently asked questions
How much does Sims Capital Management LLC manage?
Sims Capital Management LLC reports $56.4 million in regulatory assets under management on its Form ADV.
How many employees does Sims Capital Management LLC have?
Sims Capital Management LLC reports 2 employees.
Where is Sims Capital Management LLC located?
Sims Capital Management LLC is based in Milwaukee, WI and has been SEC-registered since 2007.
Does Sims Capital Management LLC disclose fund performance?
Sims Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 E. Mason Street, Suite 802, Milwaukee, WI 53202 |
| Phone | (414) 765-1107 |
| Fax | N/A |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$56.4M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$56.4Mregulatory AUM
Discretionary $56.4M