Simcoe Capital Management, LLC

Fee-Only (% of Portfolio)

Simcoe Capital Management, LLC is a registered investment advisor based in New York, managing private investment funds including master-feeder structures and single-member funds. Simcoe focuses primarily on small-cap and mid-cap equity and equity-related securities of U.S. companies, seeking investments trading at a discount to their intrinsic value. Simcoe utilizes a contrarian, long-term investment approach with a concentrated portfolio, often holding positions for three to five years. Simcoe occasionally engages in activist investing, seeking to influence management or business direction, and employs strategies that may include short selling, options, and leverage. Simcoe manages funds for institutional and private investors, with minimum initial investments typically ranging from $500,000 to $1,000,000.

Assets Under Management$630M
Clients4
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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