Simplify Asset Management Inc.

RIASEC RegisteredEst. 2020
Total AUM
$9.6B
Discretionary
$9.6B
100% of AUM
Avg account
$268M
Accounts
36
Employees
45
Advisory reps
9

Firm details

Headquarters
Las Vegas, Nevada
CRD number
309535
Registered since
August 10, 2020
Website
www.simplify.us
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies99.99%
  • Pooled Investment Vehicles0.01%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Simplify Asset Management Inc. is an institutional registered investment adviser organized as a corporation and first registered with the SEC in 2020. The firm serves institutional clients but also provides portfolio management across a range of account types, including individuals and small businesses, investment companies, pooled vehicles, and business or institutional accounts. It operates with a fee model that combines a percentage-of-AUM component and performance-based fees, and it is active as a CPO/CTA, which aligns with its activity in commodity and futures strategies. Simplify does not position itself as a capital allocator and does not identify as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • John Ryu

    John Ryu

    Chief Financial OfficerCRD 7640024

  • Fiona Cole

    Fiona Cole

    Chief Operating OfficerCRD 4912086

  • Paul Kim

    Paul Kim

    CEOCRD 2947075

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Contacts

3 of 4
  • Theodore Gardner

    Theodore Gardner

    PartnerCRD 6175885

  • Borislava Ivanova

    Borislava Ivanova

    Managing DirectorCRD 6401697

  • Elizabeth Nardini

    Elizabeth Nardini

    Managing DirectorCRD 6423666

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$6.6B in ETFs

Passive

20%

$1.3B

Active

5%

$5.3B

ETFProviderStyleCategoryValueShares% of portfolio
SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL)$4.9B49,141,86274.27%
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Location

Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
10845 Griffith Peak Dr
Time zone
PT (UTC-8)
Office locations

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