SIM ORPHAN, LLC
Firm details
- Headquarters
- BELVEDERE, California
- CRD number
- 301473
- Registered since
- October 7, 2019
Firm profile
FINTRXOverview
SIM Orphan, LLC is an SEC-registered limited liability company (registered in 2019) that operates primarily as a manager of a private pooled vehicle. The firm is recorded as an owner-type individual entity and is classified on filings as “unclassified.” It does not present itself as a capital allocator to other managers, is not identified as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. Public-facing information indicates the firm’s activity is concentrated in private fund management rather than retail advisory services. No specific public disclosures describe a retail client base, fee schedules, or detailed manager allocation preferences. Given the firm’s single-fund footprint, investment decision‑making and risk management are likely driven by that fund’s mandate and investor agreements rather than a broad advisory platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PAUL STEPHENS
PartnerCRD 435348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELVEDERE, CA
MARIN
Location
BELVEDERE, CA
Headquartered in BELVEDERE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 2 Windward Rd
- Time zone
- PT (UTC-8)
- Office locations
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