Simplify Asset Management Inc.

RIASEC Registered

Total AUM

$14.1B

Discretionary

$14.1B

100% of AUM

Avg account

$319M

Accounts

Employees

Advisory reps

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 Companies99.98%
Pooled Investment Vehicles0.02%
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 a corporation operating as an institutional registered investment adviser. The firm is SEC-registered (registered in 2020) and lists commodity pool/commodity trading activity among its business lines, indicating capabilities as a CPO/CTA. Its stated advisory services span portfolio management for pooled vehicles, investment companies, businesses or institutions, and for individuals/smaller enterprises, though the client base is institutional. Compensation mixes include both a percentage-of-AUM fee model and performance-based fees. The firm does not identify as an active ESG investor.