SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC
CRD #309110 SEC #801-119020 NEW YORK, NY 917 750-5588
SEC Registered Private Funds
Total AUM
$93M
Discretionary
$34K
Employees
3
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $93M | $34K | $93M | 3 | 5 |
| Mar 2025 | $93M | $34K | $93M | 3 | 5 |
| Mar 2024 | $90.8M | $0 | $90.8M | 36 | 1 |
| Mar 2023 | $64.2M | $0 | $64.2M | 29 | 0 |
| Mar 2022 | $103.5M | $0 | $103.5M | 29 | 0 |
| Mar 2021 | $84.1M | $84.1M | $0 | 22 | 0 |
| Sep 2020 | $92.9M | $92.9M | $0 | 15 | 0 |
| Sep 2020 | $92.9M | $92.9M | $0 | 15 | 0 |
| Jun 2020 | $92.9M | $92.9M | $0 | 15 | 0 |
DateApr 2025
Total AUM$93M
Discretionary$34K
Non-Disc.$93M
Employees3
Clients5
DateMar 2025
Total AUM$93M
Discretionary$34K
Non-Disc.$93M
Employees3
Clients5
DateMar 2024
Total AUM$90.8M
Discretionary$0
Non-Disc.$90.8M
Employees36
Clients1
DateMar 2023
Total AUM$64.2M
Discretionary$0
Non-Disc.$64.2M
Employees29
Clients0
DateMar 2022
Total AUM$103.5M
Discretionary$0
Non-Disc.$103.5M
Employees29
Clients0
DateMar 2021
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees22
Clients0
DateSep 2020
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees15
Clients0
DateSep 2020
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees15
Clients0