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Social Investment Managers and Advisors, LLC

● SEC registered since 2020CRD 309110SEC# 801-119020New York, NY
Export (members)
Ranks #5,707 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$100.6M
Fund GAV
$100.4M
Private funds
4
Employees
4
Accounts
7
Location
New York, NY

Social Investment Managers and Advisors, LLC assets under management

Social Investment Managers and Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2020. It reports $100.6 million in regulatory assets under management and employs 4 people. Social Investment Managers and Advisors, LLC manages 4 private funds with combined gross assets of $100.4 million, including Sima Commercial & Industrial Solar Green Bond B.V. By regulatory assets, it ranks 5,707 of 6,004 private fund managers.

Social Investment Managers and Advisors, LLC private funds

4 funds · $100.4M GAV
FundTypeGross assetsMin.
Sima Commercial & Industrial Solar Green Bond B.V.Other Private$64.6M$100K
Energy Access Relief Fund BV (incl Earf Cv)Other Private$33.1M$500K
Sima Angaza Distributor Finance Fund B.V.Other Private$2.4M$250K
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Social Investment Managers and Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Amruta TaleyChief Compliance OfficerUnder 5%2024
Christina KamraDirector5-10%2020
Javed RizviDirector5-10%2020
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Frequently asked questions

How much does Social Investment Managers and Advisors, LLC manage?

Social Investment Managers and Advisors, LLC reports $100.6 million in regulatory assets under management on its Form ADV.

How many private funds does Social Investment Managers and Advisors, LLC manage?

Social Investment Managers and Advisors, LLC manages 4 private funds with combined gross assets of $100.4 million.

How many employees does Social Investment Managers and Advisors, LLC have?

Social Investment Managers and Advisors, LLC reports 4 employees.

Where is Social Investment Managers and Advisors, LLC located?

Social Investment Managers and Advisors, LLC is based in New York, NY and has been SEC-registered since 2020.

Does Social Investment Managers and Advisors, LLC disclose fund performance?

Social Investment Managers and Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address157 Columbus Avenue, Suite 512, New York, NY 10023
Phone917 750-5588
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$100.6M▲ 8%
Mar '25 — $93MApr '25 — $93MMay '25 — $93MJun '25 — $93MJul '25 — $93MAug '25 — $93MSep '25 — $93MOct '25 — $93MNov '25 — $93MDec '25 — $93MJan '26 — $93MFeb '26 — $93MMar '26 — $100.6MApr '26 — $100.6MMay '26 — $100.6MJun '26 — $100.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
AUM vs fund managersTop 95%
Larger than 5% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$100.6Mregulatory AUM
Discretionary $1KNon-discretionary $100.6M