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RIA · CRD 130080SEC-Registered

Updated:

SHIMKUS, PETER E

SHIMKUS, PETER E is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Overview

SHIMKUS, PETER E is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Peter E. Shimkus

Principal

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Does the office invest alongside institutional capital or raise third-party funds?

No. Public records and business filings show no pooled investment vehicles, co-mingled funds, or limited partner interests associated with this entity. All investments appear to be funded entirely by principal capital, which eliminates redemption risk and alignment conflicts that arise when family offices syndicate deals to external investors.

What geographies does the office focus on?

Property records tie the office most consistently to commercial assets in the western United States, including retail and mixed-use properties in Arizona. There is no indication of a broader national platform or international allocation strategy.

What asset classes beyond real estate does the office deploy into?

The office's activity centers on commercial real estate equity and private credit secured by real property. There is no public record of meaningful allocations to venture capital, growth equity, public equities, or fund commitments, though private family offices often hold passive portfolios that are not separately reported.

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