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SIMA
Social Investment Managers & Advisors is an SEC-registered investment adviser in NEW YORK, NY, registered since 2020. The firm manages $101 million in...
SIMA
Social Investment Managers & Advisors is an SEC-registered investment adviser in NEW YORK, NY, registered since 2020. The firm manages $101 million in regulatory assets, with $1,225 on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
other
Location
Region
Europe
Country
Switzerland
City
New York
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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