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| Simpleadvisory LLC
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|---|---|
| CRD # | 334785 |
| SEC # | 801-132138 |
| CIK # | |
| AUM | 42.1 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 516-464-5500 |
| Address | 900 Stewart Avenue Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | MOF Bereishit LLC | 2025-07-02 | 6.4 M | |
| RE | MOF Shemot LLC | 2025-07-02 | 6.8 M | |
| RE | MOF Vayikra LLC | 2025-07-02 | 6.8 M | |
| Other | Simpleaxcs LLC | 2025-07-02 | 22.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 42.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 42.1 |
| By Discretionary | ||
| Discretionary | 4 | 42.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 42.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.1 | |
| Total | 4 | 42.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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|---|---|---|
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|
CT Investment Management Co LLC
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