SIMPLI-FI ALPHA LLC

Overview

Simpli-Fi Alpha LLC is a small investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm is owned by an individual and works with both individual/family and institutional clients. Its fee model combines a percentage of assets under management with performance-based fees, which suggests some strategies are compensated based on outcomes rather than purely on asset size. The firm is not positioned as an ESG-focused investor, does not serve as a pension consultant, and is not listed as a multi-state registered adviser in its snapshot classification. Investment activity shows a conservative tilt in allocations: cash and cash equivalents are the dominant holding class, while the firm also uses mutual funds for core exposures and allocates to third‑party real estate managers for alternative exposure. Advisory activity centers on discretionary portfolio management, and the firm custodies its client assets at Interactive Brokers LLC.

Assets & Accounts

Investments & Alternatives

Location & Offices