Assets Under Management
Note: All figures are as of December 31, 2024, unless otherwise indicated.
$418 M
High Net Worth Investors
At SIMM & Co., we provide high-net-worth individuals (HNWIs) with exclusive, institutional-grade investment opportunities across a diverse range of alternative asset classes. Our data-driven, risk-adjusted approach enables affluent investors to access high-yield, tax-efficient, and wealth-building strategies typically reserved for institutions.
Through our Private Wealth Solutions business, we provide high net worth investors access to institutional-quality alternative investments.
Access
Through our diversified platform, we offer solutions that help meet a complete range of portfolio construction goals.
Education
We work with high net worth investors to provide investment insights, opportunities and educational support, helping them better understand the structure and attributes of private market investing.
Partnership
Most of our distinguished professionals have spent their careers working with net worth investors, giving them direct perspective into their unique needs and goals.
“We want to be an authoritative resource for information and insight, making SIMMONS and alternatives more accessible to a wider audience of investors.”
Mathew G. Simmons
Chairman, CEO & Founder