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SIMA
SIMA was founded with a focus on impact investing, an approach that sets it apart from conventional asset or wealth managers.
SIMA
SIMA was founded with a focus on impact investing, an approach that sets it apart from conventional asset or wealth managers. The firm's offices span Europe and North America, allowing it to build cross-border relationships with institutional allocators, family offices, and development finance institutions. The firm's strategy targets real estate, infrastructure, and private credit — asset classes where capital can deliver both financial returns and verifiable social impact. SIMA does not publicly disclose specific portfolio companies or deals; its model centers on raising external capital for funds and vehicles, rather than direct balance-sheet investment. The geographic footprint includes Western Europe, North America, and emerging markets where impact projects are concentrated. Team size and total deployment are not publicly reported. SIMA maintains offices in Zurich, New York, Luxembourg, and San Francisco, indicating a moderate organizational scale. The firm does not appear to operate a separately branded philanthropic foundation or a disclosed operating-company arm. SIMA's structural differentiator is its fully mission-aligned mandate: it operates as an intermediary for capital seeking social outcomes, not as a principal investor. This positions the firm as a specialist in the impact ecosystem, distinct from generalist asset managers that tag social impact onto existing strategies. Succession and governance details are not public.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Zurich, Switzerland
Additional offices
New York, United States · Luxembourg · San Francisco, United States
Sector focus
Frequently asked questions
How does SIMA source proprietary deal flow?
SIMA acts as an intermediary, raising capital for social impact funds and vehicles. The firm's proprietary flow comes from its network of institutional investors and family offices in Europe and North America, with which it has built relationships via its four offices (per public record).
Is SIMA structured as a single family office or does it operate more like a fund manager?
SIMA is structured as an asset manager and advisory firm, not a family office. It raises third-party capital into impact-focused strategies, with no disclosed balance-sheet investing (per the firm's own categorization).
What investment stages does SIMA typically target?
SIMA focuses on real estate, infrastructure, and private credit — asset classes where capital is deployed at scale for project finance or fund structures. The firm does not publicly specify a stage preference (per public record).
Which sectors does SIMA explicitly avoid?
SIMA does not publicly disclose exclusionary screens beyond its social impact mandate. The firm's focus on real estate, infrastructure, and credit suggests it avoids venture-stage technology and high-risk asset classes (per public record).
Does SIMA maintain philanthropic structures, and how are they separated?
SIMA does not publicly disclose a separately branded philanthropic foundation or giving vehicle. Its impact mandate is embedded in the investment strategy itself rather than in a philanthropic arm (per public record).
How does SIMA's governance differ from a conventional asset manager?
SIMA's governance structure is not publicly detailed. As an impact intermediary, it likely faces elevated fiduciary scrutiny to prove measurable social outcomes alongside financial returns, but specific committees or succession plans are not disclosed (per public record).
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