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SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC
CRD 309110File 801-119020
APPROVED
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$100.6M
Bottom 25% of cohort (national)
Discretionary AUM
$1K
Non-discretionary $100.6M
Clients
6
7 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 13, 2020
- Principal office
- Not reported
- Phone
- 917 750-5588
- Website
- http://simafunds.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100.6M
- Discretionary AUM
- $1K
- Non-discretionary AUM
- $100.6M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 5
- Total accounts
- 7
- AUM per client
- $16.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $1K |
| Pooled investment vehicles | 4 | $100.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 7 | 6 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.