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SIMS CAPITAL MANAGEMENT LLC

CRD 129398 · SEC 801-67455

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225 E. MASON STREET, SUITE 802, MILWAUKEE, WI, 53202, United States

Phone

(414) 765-1107

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$56.4M

Discretionary AUM

$56.4M

Team

2 total employees; 2 advisory reps; 17 broker-dealer reps

Clients

0

Fees

Percentage of AUM; MINIMUM ANNUAL FEE

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)

Client types

TypeClientsAUM
Individuals16$9.0M
Investment companies1$47.4M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD