Simon Equity Partners is a multi-family office in San Francisco, California, established in 1998. It makes growth capital investments in the consumer space, aiming to apply financial and operational expertise and a broad network to build valuable businesses with inspiring entrepreneurs. Because it is a family office free of limited partner pressure, it can tailor investments to the ones it believes fit company founders best. Being privately held, it tends to decide quickly, offers greater deal-structure flexibility and reduces reliance on predetermined exit timelines. It can also follow on with additional investments in portfolio companies that expand and prove successful. The firm expects to offer portfolio companies more than capital. It draws on internal expertise and the wider Simon network to support managers in recruiting talent, evolving operational processes, building brands and growing revenues. It also gives CEOs and management teams guidance on expanding distribution and improving margins, along with feedback, input and advice.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
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