S
$582.0K Total AUM
$515.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-2018
- Office Locations
- 1
Office Locations
-- Chicago IL
About Simaan Investment Management, L.l.c.
Simaan Investment Management, L.l.c. is a Chicago-based RIA. The firm has been operating for 8 years. Managing $582.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers.
Team overview
40 AVG AGE
$582.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Samer Toufic Simaan
Chief Executive Officer, President
- CRD
- #6845473
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $515,000 | -- |
| Non-Discretionary | $67,000 | -- |
| Total | $582,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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