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SIMPLIFY ASSET MANAGEMENT

Business and Investment Profile

The SIMPLIFY ASSET MANAGEMENT is a privately held investment adviser that advises $13.91Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. SIMPLIFY ASSET MANAGEMENT is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 15,303.87% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 5.98 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10845 GRIFFITH PEAK DRIVE, 2/F, LAS VEGAS, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 45 employees comprised of 17 investment and 28 non-investment staff. The total number of Employees increased by 1,400% over the last 5-years.

Asset Profile

Their $13.91Bn in assets advised are owned by 1 private fund, 43 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $13.91Bn or 99.99% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.25mn or 0.01% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and Long/Short Equity, representing 64.94%, 29.36% and 4.74% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

SIMPLIFY ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: SIMPLIFY ASSET MANAGEMENT

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Keywords: Simplify Asset Management, Simplify
Generated 2026-09-12T06:48:01.6306194.  © 2026 Convergence.