Simaan Investment Management, L.L.C.

RIASEC Registered
Total AUM
$582K
Discretionary
$515K
88% of AUM
Avg account
$72.8K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289547
Custodians
INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals83.33%
  • HNWI13.23%
  • Other3.44%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Simaan Investment Management, L.L.C. is a small, equity-focused investment adviser organized as a limited liability company that provides portfolio management for individuals, small businesses and institutional clients. The firm’s activity centers on discretionary equity management, with a clear preference for exchange-traded equities and ETFs as the primary building blocks of portfolios. Fee arrangements include both a percentage-of-AUM component and performance-based fees, indicating the adviser runs accounts with incentive alignment tied to investment outcomes. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, Derivatives 5%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • Derivatives5%

Owners & executives

1 of 1
  • Samer Simaan

    Samer Simaan

    CEOCRD 6845473

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth