Simon Equity Partners

Also known as Simon Equity

Multi Family Office (MFO)San Francisco, United StatesFounded 1998
San Francisco
Headquarters

About Simon Equity Partners

Simon Equity Partners is a multi-family office based in San Francisco, California. Established in 1998, the firm focuses on making growth capital investments in the consumer space. The goal is to use financial and operational expertise and an extensive network to help build valuable businesses with entrepreneurs who inspire. As a family office without limited partner pressure, we are able to structure investments we believe are most closely aligned with company founders. Because we are privately held, we tend to make decisions quickly, allow for more flexibility on deal structure, and limit the need for predetermined timelines on an exit. We also have the ability to continue to reinvest in our portfolio companies as they grow and demonstrate success. We always expect to provide more than just capital to our portfolio companies. We strive to use both our internal expertise and the broader Simon network to help our managers find and recruit talent, evolve operational processes, grow revenues and build their brands. We also offer our CEOs and management teams feedback, input, advice, and guidance on improving margins and expanding distribution.

Preferred Investment Types

Direct InvestingPrivate EquityGrowth CapitalVenture Capital

Preferred Sectors & Themes

SpaceTechWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningEquity/Mutual FundsInvestment ManagementETFsDebt ManagementCapital MarketsStartups & ManagementHigh-Level SectorsAerospace & DefenseFinanceFinancial ServicesTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

United States

Explore similar limited partners

Browse more multi family office (mfo)s and other institutional investors by location and type in the LPbacked limited-partner database.

Frequently asked questions

What type of investor is Simon Equity Partners?

Simon Equity Partners is a multi family office (mfo) based in San Francisco, United States.

Where is Simon Equity Partners headquartered?

Simon Equity Partners is headquartered in San Francisco, United States.

When was Simon Equity Partners founded?

Simon Equity Partners was founded in 1998.

What does Simon Equity Partners invest in?

Simon Equity Partners focuses on Direct Investing, Private Equity, Growth Capital, Venture Capital, SpaceTech, Wealth & Estate Planning, Trust Management, Legal & Tax Services.

How can I contact Simon Equity Partners?

Verified contact details, key decision-makers, and investment preferences for Simon Equity Partners are available on LPbacked. Create a free account to access them.