Social Investment Managers and Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309110
- Registered since
- July 13, 2020
- Website
- simafunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.83%
- Other0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Social Investment Managers And Advisors, LLC is a small, SEC-registered advisory firm set up as an LLC in 2020. The firm is classified as an "Other Fund Provider" and serves an institutional client base while also engaging in portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. It charges both a percentage-of-AUM fee and performance-based fees, and it does not describe itself as an active ESG investor. The firm is organized domestically and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2
Mohamed Zakaria
Chief Executive OfficerCRD 7263618
Syed Mahmood
CEO & Managing PartnerCRD 2595389
Contacts
3 of 5Suhail Darwesh
Head of Risk & Compliance | PartnerCRD 7892640
Syed Mohsin Mujtaba Rizvi
DirectorCRD 7263616
Javed Rizvi
Board of DirectorsCRD 7298676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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