Social Investment Managers AND Advisors, LLC
SEC RegisteredEmpowering Transformation. Pioneering Impact Solutions.
About the firm
SIMA is an innovative new-generation company specializing in promoting impact investments that integrate financial, social, and environmental objectives. It operates through fund management, a foundation, social business creation, and advisory services, leveraging investments, expertise, and social entrepreneurship to drive positive impact in least developed countries.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fund management focused on renewable energy, affordable housing, and financial inclusion; SIMA Impact Foundation for catalytic impact-first investments; social business creation in affordable mortgage, education, and digital finance; and advisory services including originating investments and assessing impact for leading global impact investors.
Who they serve
Institutional, impact, and development finance investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $100M |
| State/Municipal Entities | 1 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Social Investment Managers AND Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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