SHIMA CAPITAL MANAGEMENT LLC

1225 Avenida Juan Ponce De Leon
Ph-1155
San Juan, Puerto Rico 00907
Tel: 310-819-1366

About SHIMA CAPITAL MANAGEMENT LLC

SHIMA CAPITAL MANAGEMENT LLC, formally registered with the SEC as SHIMA CAPITAL MANAGEMENT LLC. The firm was established in 09/27/2022. They have over 1 offices throughout the country.

SHIMA CAPITAL MANAGEMENT LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $158,640,009 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	320929
SEC#	801-126641
Assets Managed by Firm	$158,640,009
No. of Clients	3
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$158,640,009

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