SIMPLIFY ASSET MANAGEMENT INC.
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
FINTRXOverview
Simplify Asset Management Inc. is a corporation registered with the SEC in 2020 that manages institutional assets and operates in roles that include CPO/CTA activities. The firm provides portfolio management across a range of client types — individuals and small businesses, investment companies, pooled vehicles, and institutions — and charges both a percentage-of-AUM fee and performance-based fees. It is not identified as an active ESG investor and is not classified as a multi-state adviser in the source dataset. The firm does not appear to act as a capital allocator to outside managers on its own balance sheet.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5JOHN RYU
Chief Financial OfficerCRD 7640024
FIONA COLE
Chief Operating OfficerCRD 4912086
PAUL KIM
CEOCRD 2947075
Contacts
3 of 4THEODORE GARDNER
Managing DirectorCRD 6175885
BORISLAVA IVANOVA
Managing DirectorCRD 6401697
Elizabeth Nardini
Managing DirectorCRD 6423666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$6.2B in ETFs
19%
$1.2B
5%
$5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) | $4.6B | 46,038,775 | 74.72% |
Location
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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