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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
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
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 Altss 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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