Simmons L E & Associates Inc

RIASEC RegisteredEst. 1995
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$340M
Accounts
7
Employees
23
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
107599
Registered since
May 25, 1995
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Simmons L E & Associates Inc is organized as a corporation that functions principally as a private equity fund manager serving institutional clients. The firm is registered with the SEC since 1995 and is owned by an individual principal. Its advisory activity centers on portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member of those vehicles. Fee arrangements include a percentage-of-AUM component plus other fee elements. Simmons L E & Associates does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Contacts

3 of 4
  • Anthony Deluca

    Anthony Deluca

    PartnerCRD 2670155

  • Laurence Simmons

    Laurence Simmons

    Founder and PartnerCRD 1921292

  • Andrew Waite

    Andrew Waite

    Managing PartnerCRD 2413512

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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

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
600 Travis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth