Single Family Office

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Simon Equity Partners

Simon Equity Partners was established in 1998 by Stephen H. Simon. The firm oversees capital originating from the Simon family's development of Simon Property...

Simon Equity Partners logo

Simon Equity Partners

Simon Equity Partners was established in 1998 by Stephen H. Simon. The firm oversees capital originating from the Simon family's development of Simon Property Group, the largest publicly traded real estate company in the United States. The firm targets growth equity and buyout opportunities in consumer-facing sectors. It commits capital through direct co-investments and SPVs rather than broad fund-of-funds vehicles. Confirmed focuses include private equity, private credit, and real estate alongside sports franchises. Activity covers North America and the Middle East. No recent operational events from the last 24 months appear in available records. The team maintains affiliations with several Indiana-based networks including the Central Indiana Community Foundation. The structure ties investment decisions directly to family principals who retain operating roles at Simon Property Group, creating a closed governance loop between the family office and the underlying real estate enterprise.

General information

Firm type

Single Family Office

Year founded

1998

Location

Region

North America

Country

United States

City

Larkspur

Corporate office

Larkspur, CA, United States

Principals

Stephen H. Simon

Founder and Managing Member

Herbert Simon

Founder

David Simon

Family Member

Todd Steele

Partner

Jonathan Rosenbaum

Managing Partner

Sector focus

Private EquityPropTechFinTechDigital HealthClimateTech

Frequently asked questions

Who runs investment decisions at Simon Equity Partners?

Stephen H. Simon serves as Founder and Managing Member. Jonathan Rosenbaum holds the title of Managing Partner and Todd Steele serves as Partner.

How does Simon Equity Partners source proprietary deal flow?

The firm leverages the Simon family's real estate network and sector relationships built through Simon Property Group.

Is Simon Equity Partners structured as a single family office or does it operate more like a venture firm?

It functions as a single family office that executes growth equity and buyout transactions in the consumer space.

Does Simon Equity Partners participate in fund commitments or only direct deals?

The firm focuses on direct co-investments and SPVs rather than broad fund commitments.

Where does the underlying wealth come from?

Wealth originates from the Simon family's founding and growth of Simon Property Group.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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