Investment adviser · CRD 129398

SIMS CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Mar 26, 2026

Regulatory AUM
$56.4M
Form ADV · Item 5.F
Client accounts
17
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies1$47,435,94684.1%
Individuals16$8,957,23215.9%
Filing source

Form ADV 2053377 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PEREGRINE INVESTMENT FUND LLCHedge Fund · Last reported Mar 21, 2023$3.41MGross asset value
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-2457068935
Reported beneficial owners
7
Minimum commitment
$250K

Form ADV 1734273 · Mar 21, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management

Compensation

Percentage of assets

Principal office

225 E. MASON STREET, SUITE 802
MILWAUKEE, WI, 53202, United States

CRD 129398

Filing source

Form ADV 2053377 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.