Simplify Asset Management Inc

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Assets, Funds, Holdings

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Simplify Asset Management Inc
CRD #309535
SEC #801-119255
CIK #0001752724, 0001846368
AUM $4.7 B (2025-05-07)
Employees 45 (29% Investors, 0% Brokers)
Phone646-585-0476
Address10845 Griffith Peak Drive, 2/F
Las Vegas, NV 89135
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.02011201620212026
Sector Form 13F Holdings Value ($B)
SPDR Gold Trust 0.3
iShares Bitcoin Trust 0.0
Plains GP Holdings LP 0.0
Lilly Eli & Co 0.0
Akero Therapeutics Inc 0.0
Tesla Motors Inc 0.0
Vaneck Bitcoin Trust 0.0
Purecycle Technologies Inc 0.0
R&R Acquisition VI Inc 0.0
National Vision Holdings Inc 0.0
View All
Holdings by Sector ($B)
4.03.22.41.60.80.02019202120232026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 28 4.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 28 4.7
By Discretionary
Discretionary 28 4.7
Non-Discretionary 0 0.0
Total 28 4.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.7
Total 28 4.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001846368]
Comparable Firms State AUM ($B)
CVC Credit Partners US CLO Management LLC
NY 4.9
Monroe Capital BDC Advisors LLC
IL 4.8
Mirae Asset Global Investments Hong Kong Limited
4.8
Cain International Advisers Limited
4.7
Invesco Investment Advisers LLC
IL 4.6
Versus Capital Advisors LLC
CO 4.6
Healthcare Community Securities Corporation
NY 4.6
Pear Tree Advisors Inc
MA 4.5
VETA Investment Partners LLC
KS 4.5
Emso Asset Management US LLC
CT 4.4
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