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SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC

CRD 309110 · SEC 801-119020

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157 COLUMBUS AVENUE, SUITE 512, NEW YORK, NY, 10023, United States

Phone

917 750-5588

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$100.6M

Discretionary AUM

$1K

Team

4 total employees; 4 advisory reps; 5 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)RISK ASSESSMENT; FINANCIAL CONTROLLING

Client types

TypeClientsAUM
Pooled investment vehicles4$100.4M
Charitable organizations1$1K
Corporations/business entities1$0

States served

NY

All web addresses on file

Official SEC filing: View on IAPD