Simon Equity Partners
Single family office in Larkspur, United States, founded 1998; focus on real estate, fintech and healthtech.
Family & background
- FAMILY
- Simon
- HEADQUARTERS
- Larkspur, United States
- FOUNDED
- 1998
Investment approach
Overview
This single family office is based in Larkspur, United States; it was founded in 1998. Listed sector interests include real estate, fintech, healthtech and climate. 5 people are named on its team.
People
- Stephen H. SimonFounder and Managing Member · source
- Herbert SimonFounder · source
- David SimonFamily Member · source
- Todd SteelePartner · source
- Jonathan RosenbaumManaging Partner · source
Classification
Single Family Office. Manages one family's own capital, with no outside investors. The family bears every loss. How family capital is classified →
FAQ
Simon Equity Partners is a single family office based in Larkspur, the United States, founded in 1998.
Simon Equity Partners invests on behalf of the Simon family.
Simon Equity Partners does not publicly state whether it invests directly or through funds.
Simon Equity Partners invests in Real Estate & PropTech, Fintech, HealthTech and Climate & Energy.
Key people at Simon Equity Partners include Stephen H. Simon (Founder and Managing Member), Herbert Simon (Founder), David Simon (Family Member) and Todd Steele (Partner).