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 limited liability company that operates as a hedge fund manager focused on pooled investment vehicles for institutional investors. Registered with the SEC in 2016, the firm serves as sponsor, general partner and managing member of the funds it runs, taking an active governance role in its pooled structures. Compensation is a combination of a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and its client base is institutional rather than retail.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth