SIMPSON CAPITAL MANAGEMENT

SIMPSON CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 111238). Regulatory assets under management: $20.2M.

Registration

• CRD: 111238
• Type: Registered investment adviser
• Phone: 949-395-4998
• Latest filing: 2026-06-10
• Regulatory AUM: $20.2M
• Discretionary AUM: $20.2M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111238 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search