Social Investment Managers And Advisors, Llc
- Regulatory AUM
- $101M
- Discretionary
- $1.2K
- Clients
- 7
- Avg AUM / client
- $14.4M
- Accounts
- 7
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $100M | 99.8% |
| Charitable organizations | 1 | $1.2K | 0.0% |
| Corporations and other businesses | 1 | $0 | — |
| Other | 1 | $167K | 0.17% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $89.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Energy Access Relief Fund Bv (Incl Earf Cv) | Other Private Fund | Netherlands | $85.9M | 3 |
| Sima Off Grid Solar And Financial Access Senior Debt Fund I B.V. | Other Private Fund | Netherlands | $2.0M | 3 |
| Sima Angaza Distributor Finance Fund B.V. | Other Private Fund | Netherlands | $1.6M | 3 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mahmood, Syed, Asad | Director, Ceo And Managing Partner | Jun 2016 (10y) | 25% – 50% | |
| Rauenhorst, Michael, G | Director And Managing Partner | Jun 2016 (10y) | 10% – 25% | |
| Rizvi, Syed Mohsin Mujtaba | Director | Jun 2016 (10y) | 5% – 10% | |
| Zakaria, Mohamed | Director | Jun 2016 (10y) | 5% – 10% | |
| Kamra, Christina | Director | Sep 2020 (6y) | 5% – 10% | |
| Rizvi, Javed | Director | Sep 2020 (6y) | 5% – 10% | |
| Darwesh, Suhail | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| John F. And Mary A. Geisse Foundation | Director | Jun 2016 | A | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $89.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Energy Access Relief Fund Bv (Incl Earf Cv) | Other Private Fund | $85.9M | $500K | 3 |
| Sima Off Grid Solar And Financial Access Senior Debt Fund I B.V. | Other Private Fund | $2.0M | $250K | 3 |
| Sima Angaza Distributor Finance Fund B.V. | Other Private Fund | $1.6M | $250K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗