THE SIMMONS PARTNERSHIP, INC
CRD #156740 SEC #801-79395 TOWSON, MD 443-470-8000
SEC Registered
Total AUM
$174M
Discretionary
$134.5M
Employees
3
Clients
10
Accounts
846
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $174M | $134.5M | $39.5M | 3 | 300 |
| Mar 2024 | $154.3M | $112.7M | $41.7M | 2 | 0 |
| Aug 2023 | $147.2M | $93.3M | $53.9M | 3 | 0 |
| Mar 2023 | $147.2M | $93.3M | $53.9M | 3 | 0 |
| Jul 2022 | $145.2M | $96.1M | $49.1M | 3 | 0 |
| Jul 2022 | $145.2M | $96.1M | $49.1M | 3 | 0 |
| Mar 2022 | $145.2M | $96.1M | $49.1M | 3 | 0 |
| Feb 2021 | $128.4M | $84.1M | $44.3M | 3 | 1 |
| Jun 2020 | $110.4M | $73.6M | $36.8M | 3 | 1 |
| Feb 2020 | $110.4M | $73.6M | $36.8M | 3 | 1 |
| Oct 2019 | $105.4M | $63.8M | $41.6M | 3 | 1 |
| Mar 2019 | $95.1M | $54.4M | $40.7M | 3 | 1 |
| Mar 2018 | $105.8M | $62.5M | $43.4M | 3 | 1 |
| Mar 2017 | $91.3M | $39M | $52.3M | 3 | 300 |
| Feb 2016 | $103.1M | $36.1M | $66.9M | 2 | 300 |
| Mar 2015 | $102.5M | $40M | $62.5M | 2 | 200 |
| Mar 2014 | $100.4M | $74.9M | $25.6M | 2 | 300 |
| Mar 2013 | $70.7M | $55.4M | $15.3M | 2 | 0 |
| Apr 2012 | $54.1M | $54.1M | $0 | 1 | 0 |
| Mar 2012 | $54.1M | $54.1M | $0 | 1 | 0 |
| Feb 2012 | $54.1M | $54.1M | $0 | 1 | 0 |
| Dec 2011 | $54.1M | $54.1M | $0 | 1 | 0 |
| Dec 2011 | $54.1M | $54.1M | $0 | 1 | 0 |
| Jul 2011 | $54.1M | $54.1M | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$174M
Discretionary$134.5M
Non-Disc.$39.5M
Employees3
Clients300
DateMar 2024
Total AUM$154.3M
Discretionary$112.7M
Non-Disc.$41.7M
Employees2
Clients0
DateAug 2023
Total AUM$147.2M
Discretionary$93.3M
Non-Disc.$53.9M
Employees3
Clients0
DateMar 2023
Total AUM$147.2M
Discretionary$93.3M
Non-Disc.$53.9M
Employees3
Clients0
DateJul 2022
Total AUM$145.2M
Discretionary$96.1M
Non-Disc.$49.1M
Employees3
Clients0
DateJul 2022
Total AUM$145.2M
Discretionary$96.1M
Non-Disc.$49.1M
Employees3
Clients0
DateMar 2022
Total AUM$145.2M
Discretionary$96.1M
Non-Disc.$49.1M
Employees3
Clients0
DateFeb 2021
Total AUM$128.4M
Discretionary$84.1M
Non-Disc.$44.3M
Employees3
Clients1
DateJun 2020
Total AUM$110.4M
Discretionary$73.6M
Non-Disc.$36.8M
Employees3
Clients1
DateFeb 2020
Total AUM$110.4M
Discretionary$73.6M
Non-Disc.$36.8M
Employees3
Clients1
DateOct 2019
Total AUM$105.4M
Discretionary$63.8M
Non-Disc.$41.6M
Employees3
Clients1
DateMar 2019
Total AUM$95.1M
Discretionary$54.4M
Non-Disc.$40.7M
Employees3
Clients1
DateMar 2018
Total AUM$105.8M
Discretionary$62.5M
Non-Disc.$43.4M
Employees3
Clients1
DateMar 2017
Total AUM$91.3M
Discretionary$39M
Non-Disc.$52.3M
Employees3
Clients300
DateFeb 2016
Total AUM$103.1M
Discretionary$36.1M
Non-Disc.$66.9M
Employees2
Clients300
DateMar 2015
Total AUM$102.5M
Discretionary$40M
Non-Disc.$62.5M
Employees2
Clients200
DateMar 2014
Total AUM$100.4M
Discretionary$74.9M
Non-Disc.$25.6M
Employees2
Clients300
DateMar 2013
Total AUM$70.7M
Discretionary$55.4M
Non-Disc.$15.3M
Employees2
Clients0
DateApr 2012
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2012
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2011
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--