Investment adviser · CRD 334785
SIMPLEADVISORY LLC
Investment adviser filing (IA)
GARDEN CITY, NY, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $42.1M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $42,124,271 | 100.0% |
Filing source
Form ADV 2134182 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SIMPLEAXCS LLCOther Private Fund · Last reported Sep 24, 2026$22.2MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-1146019841
- Reported beneficial owners
- 2
- Minimum commitment
- $25K
Form ADV 2134182 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MOF SHEMOT LLCReal Estate Fund · Last reported Sep 24, 2026$6.82MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 111
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-8594622134
- Reported beneficial owners
- 3
- Minimum commitment
- $25K
Form ADV 2134182 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MOF VAYIKRA LLCReal Estate Fund · Last reported Sep 24, 2026$6.78MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 111
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-7863201227
- Reported beneficial owners
- 3
- Minimum commitment
- $25K
Form ADV 2134182 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MOF BEREISHIT LLCReal Estate Fund · Last reported Sep 24, 2026$6.37MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 111
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-2574862929
- Reported beneficial owners
- 3
- Minimum commitment
- $25K
Form ADV 2134182 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Fixed
Principal office
900 STEWART AVENUE, SUITE 210GARDEN CITY, NY, 11530, United States
CRD 334785
Filing source
Form ADV 2134182 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.