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SIMA RETIREMENT SOLUTIONS, LLC
SIMA Retirement Solutions, LLC is an SEC-registered investment adviser in North Chesterfield, VA, registered since 2024.
SIMA RETIREMENT SOLUTIONS, LLC
SIMA Retirement Solutions, LLC is an SEC-registered investment adviser in North Chesterfield, VA, registered since 2024. The firm has 6 employees and 6 investment advisers. It is headquartered in North Chesterfield, VA.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
What investment strategy does SIMA RETIREMENT SOLUTIONS, LLC employ?
The firm focuses on retirement-oriented alternative investments, primarily targeting private credit, real estate, and infrastructure assets. The strategy emphasizes income generation and capital preservation through direct and co-investment structures.
Is SIMA RETIREMENT SOLUTIONS, LLC a registered investment advisor?
Yes, the firm operates as a registered investment advisor (RIA), which requires compliance with SEC and state regulatory requirements. This registration indicates the firm manages client assets and provides fiduciary investment advice.
What types of private credit investments does the firm pursue?
Public records suggest the firm focuses on private credit opportunities including senior secured lending and direct lending. These investments are structured to provide consistent income streams typical of retirement-oriented portfolios.
What is the geographic focus of SIMA RETIREMENT SOLUTIONS, LLC?
The firm's disclosed activities are primarily within the United States. No international operations or offices have been identified through public sources.
Does the firm have any publicly disclosed financial figures?
No AUM or deployment figures have been publicly disclosed by the firm. The absence of disclosed figures is common among smaller family offices and RIAs that do not seek public visibility.
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