Investment adviser · CRD 309535
SIMPLIFY ASSET MANAGEMENT INC.
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $14.1B Form ADV · Item 5.F
- Client accounts
- 44 Accounts, not individual clients
- Employees
- 45 Reported in this filing
- Advisory professionals
- 14 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 |
|---|---|---|---|
| Investment companies | 43 | $14,049,269,652 | 100.0% |
| Pooled investment vehicles | 1 | $2,250,000 | 0.0% |
Filing source
Form ADV 2123300 · Aug 21, 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
0 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.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
10845 GRIFFITH PEAK DRIVE, 2/FLAS VEGAS, NV, 89135, United States
CRD 309535
Filing source
Form ADV 2123300 · Aug 21, 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.