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 and is classified as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm has been SEC-registered since 1995 and serves an institutional client base. It acts as sponsor, general partner and managing member of its pooled vehicles, which indicates it both launches and manages private funds rather than acting solely as an external allocator. The firm's fees are structured as a percentage of assets under management plus other fee arrangements. Simmons L E & Associates Inc is not listed as an active ESG investor and is not organized as a multistate adviser.

Assets & Accounts

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

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

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth