Simcoe Capital Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
$634M
Discretionary
$619M
98% of AUM
Avg account
$158M
Accounts
4
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
161985
Registered since
May 24, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Simcoe Capital Management, LLC is an SEC-registered hedge-fund manager organized as an LLC and registered in 2016. The firm serves institutional clients and focuses on managing pooled investment vehicles; it operates as sponsor, general partner and managing member of those vehicles rather than acting as a separate capital allocator. Compensation combines a percentage-of-assets fee with performance-based fees, and the adviser reports that it does not pursue ESG-labeled investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • David Sandel

    Chief Compliance Officer and Head of OperationsCRD 4812455

Contacts

1 of 1
  • Jeffrey Jacobowitz

    Managing MemberCRD 2693740

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth