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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Simpleadvisory LLC
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|---|---|
| CRD # | 334785 |
| SEC # | 801-132138 |
| CIK # | |
| AUM | $46.2 M (2025-07-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 516-464-5500 |
| Address | 900 Stewart Avenue Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | MOF Bereishit LLC | 2025-07-02 | 8.0 | |
| RE | MOF Shemot LLC | 2025-07-02 | 8.3 | |
| RE | MOF Vayikra LLC | 2025-07-02 | 8.3 | |
| Other | Simpleaxcs LLC | 2025-07-02 | 21.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 46.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 46.2 |
| By Discretionary | ||
| Discretionary | 4 | 46.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 46.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 46.2 | |
| Total | 4 | 46.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Township Capital LLC
✚
|
FL | 0.1 |
|
Greenbrook Management LLC
✚
|
NY | 0.1 |
|
Merion Realty Advisers LLC
✚
|
PA | 0.1 |
|
Thirdline Capital Management LLC
✚
|
VA | 0.1 |
|
PARE Partners LLC
✚
|
FL | 0.1 |
|
Accordant Investments LLC
✚
|
AZ | 0.1 |
|
Bequest Capital LLC
✚
|
FL | 0.0 |
|
L & B Realty Advisors LLP
✚
|
TX | 0.0 |
|
Blackstone Real Estate Advisors IV LLC
✚
|
NY | 0.0 |
|
Berkshire Realty Ventures LLC
✚
|
MA | 0.0 |