SIMS CAPITAL MANAGEMENT LLC
CRD #129398 SEC #801-67455 MILWAUKEE, WI (414) 765-1107
SEC Registered
Total AUM
$56M
Discretionary
$56M
Employees
2
Clients
0
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $56M | $56M | $0 | 2 | 17 |
| Mar 2024 | $49.9M | $49.9M | $0 | 2 | 17 |
| Mar 2023 | $48.5M | $48.5M | $0 | 2 | 17 |
| Feb 2022 | $52.6M | $52.6M | $0 | 2 | 17 |
| Mar 2021 | $46.5M | $46.5M | $0 | 2 | 19 |
| Jul 2020 | $45.5M | $45.5M | $0 | 2 | 19 |
| Feb 2020 | $45.5M | $45.5M | $0 | 2 | 19 |
| Sep 2019 | $44.7M | $44.7M | $0 | 2 | 13 |
| Feb 2019 | $46.2M | $46.2M | $0 | 2 | 13 |
| Feb 2018 | $50.3M | $50.3M | $0 | 2 | 13 |
| Feb 2017 | $45.2M | $45.2M | $0 | 2 | 11 |
| Aug 2016 | $45.4M | $45.4M | $0 | 2 | 11 |
| Jan 2016 | $34.5M | $34.5M | $0 | 2 | 11 |
| Jan 2015 | $34.1M | $34.1M | $0 | 2 | 11 |
| Aug 2014 | $33.4M | $33.4M | $0 | 2 | 1 |
| Jan 2014 | $33M | $33M | $0 | 2 | 1 |
| Aug 2013 | $31.3M | $31.3M | $0 | 2 | 1 |
| Feb 2013 | $27.6M | $27.6M | $0 | 2 | 1 |
| Feb 2013 | $27.6M | $27.6M | $0 | 2 | 1 |
| Jan 2013 | $27.6M | $27.6M | $0 | 2 | 1 |
| May 2012 | $25.5M | $25.5M | $0 | 1 | 1 |
| Feb 2012 | $25.5M | $25.5M | $0 | 1 | 1 |
| Aug 2011 | $28.5M | $28.5M | $0 | 5 | -- |
| Sep 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Apr 2009 | $15.1M | $15.1M | $0 | 5 | -- |
| Jan 2008 | $27.6M | $27.6M | $0 | 5 | -- |
| Dec 2006 | $30.7M | $30.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees2
Clients17
DateMar 2024
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees2
Clients17
DateMar 2023
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees2
Clients17
DateFeb 2022
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients17
DateMar 2021
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees2
Clients19
DateJul 2020
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees2
Clients19
DateFeb 2020
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees2
Clients19
DateSep 2019
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees2
Clients13
DateFeb 2019
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees2
Clients13
DateFeb 2018
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees2
Clients13
DateFeb 2017
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees2
Clients11
DateAug 2016
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees2
Clients11
DateJan 2016
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees2
Clients11
DateJan 2015
Total AUM$34.1M
Discretionary$34.1M
Non-Disc.$0
Employees2
Clients11
DateAug 2014
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees2
Clients1
DateJan 2014
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees2
Clients1
DateAug 2013
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees2
Clients1
DateFeb 2013
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees2
Clients1
DateFeb 2013
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees2
Clients1
DateJan 2013
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees2
Clients1
DateMay 2012
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients1
DateFeb 2012
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients1
DateAug 2011
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$15.1M
Discretionary$15.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees5
Clients--