# Simon Equity Partners

Simon Equity Partners is a Single Family Office based in Larkspur, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Larkspur, United States
- **Region:** North America
- **Address:** Larkspur, CA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** simonequity.com
- **LinkedIn:** https://www.linkedin.com/company/simon-equity-partners

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- PropTech
- FinTech
- Digital Health
- ClimateTech

## People

- Stephen H. Simon — Founder and Managing Member
- Herbert Simon — Founder
- David Simon — Family Member
- Todd Steele — Partner
- Jonathan Rosenbaum — Managing Partner

## 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.

## Related profiles

- [SIMFO](https://altss.com/profile/simfo)
- [Sinarmas Multiartha](https://altss.com/profile/sinarmas-multiartha)

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

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