Simran Capital Management LLC (Chicago)


Simran Capital Management LLC is an adviser based in Chicago. It manages $3.79 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Illinois.

Logo

Simran Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Simran Capital Management: assets under management

The assets under management (AUM) of Simran Capital Management LLC is $3.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each.
Simran Capital Management has custody of $3.79 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Simran Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Simran Capital Management LLC

Mesh Tandon has been acting as President since 1 Aug 2005. Rakesh (Nmn) Tandon joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Umesh Tandon Ceo 1 Aug 2005 50% - 75% 4270315
Jon Michael Thomas Chief compliance officer 1 Aug 2005 25% - 50% 4511972
Rakesh Tandon Coo 1 Aug 2005 25% - 50% 5355533
Umesh (Nmn) Tandon Member/ceo 1 Aug 2005 50% - 75% 4270315
Rakesh (Nmn) Tandon Elected manager/coo 1 Aug 2005 Other 5355533
Mesh Tandon President/chief compliance officer 1 Aug 2005 75% - 100% 4270315
Harish Tandon Member 1 Jan 2009 25% - 50% 5821026
Rakesh (Nmn) Tandon Chief compliance officer 1 Jan 2010 Other 5355533
Rakesh Tandon Chief compliance officer 1 Jan 2010 Other 5355533

Based in Chicago

The principal office where Simran Capital Management LLC performs its advisory services is located at 1502 West Cortez Street, Chicago, IL 60642 The mailing address of the firm is 1502 West Cortez Street, Chicago, IL 60642. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-265-4700 or by fax 312-265-4725. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.simrancapital.com.