# CFO Sim

CFO Sim is a Multi Family Office based in Milan, Italy.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Milan, Italy
- **Region:** Europe
- **Address:** Milano, Italy
- **Founded:** 2000
- **Assets under management:** 2.22B (Altss estimate)
- **Website:** cfosim.com
- **LinkedIn:** https://www.linkedin.com/company/cfo-sim-s.p.a.

## Regulatory record

- **Reports private funds:** No

## About

CFO Sim was founded in 2000 in Milan. It operates as a multi-family office serving entrepreneurial families with wealth management, succession planning, and corporate advisory. The firm deploys capital across private equity, private credit, real estate, infrastructure, and fund-of-funds vehicles. It also executes direct co-investments and secondaries. Confirmed advisory clients include Digital Value, Orsero, Italian Wine Brands, and Pattern, several of which it supported through Euronext Growth IPOs between 2015 and 2020. Geographies include Europe with additional exposure to North America, Asia, and Africa. AUM stands at $2.22 billion. The firm maintains no disclosed additional offices. It holds Borsa Italiana IPO Partner status and has acted as Euronext Growth Advisor on multiple transactions. No operational events from the last 24 months appear in available records. CFO Sim functions simultaneously as a multi-family office and a regulated SIM providing equity research and specialist services. This dual structure creates direct access to private-company information flows through its corporate-broker mandates.

## Sectors

- FinTech
- Healthcare Services
- Real Estate
- Private Equity
- Private Credit
- AgriTech & FoodTech
- Energy Transition & Renewables

## Questions

### Who runs investment decisions at CFO Sim?

No named principals or CIO appear in public records. Investment and advisory decisions are executed through the firm's regulated SIM activities.

### Does CFO Sim participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments alongside its advisory mandates.

### What investment stages does CFO Sim typically target?

Confirmed stages include seed, venture capital, growth, late stage, and pre-IPO.

### How does CFO Sim source proprietary deal flow?

Deal flow arises from its Euronext Growth Advisor and equity-research relationships with listed and pre-IPO Italian companies.

### Is CFO Sim structured as a single family office or does it operate more like a venture firm?

It is registered as a multi-family office that also holds SIM regulatory status for research and corporate-broker services.

## Related profiles

- [Breeds Hill Capital](https://altss.com/profile/breeds-hill-capital)
- [Baldwin Brothers](https://altss.com/profile/baldwin-brothers)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cfo-sim

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology