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| Simplify Asset Management Inc
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| |
|---|---|
| CRD # | 309535 |
| SEC # | 801-119255 |
| CIK # | 0001846368, 0001752724 |
| AUM | $4.7 BB (2024-08-22) |
| Employees | 45 (29% Investors, 0% Brokers) |
| Phone | 646-585-0476 |
| Address | 222 Broadway, 22nd Floor New York, NY 10038 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| SLV | 0.1 | ||
| PAGP | 2.1 | 0.0 | |
| CVNA | 2.6 | 0.0 | |
| SRPT | 6.5 | 0.0 | |
| APLT | 0.0 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| ISRG | 72.5 | 0.0 | |
| REGN | 65.3 | 0.0 | |
| MDGL | 1.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 - 2024 |
|---|---|---|
| 13F-HR | [0001846368] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quinbrook Infrastructure Partners LLC
✚
|
TX | 4.8 |
|
Boston Trust Walden Inc
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|
MA | 4.8 |
|
Ocean Park Asset Management LLC
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CA | 4.8 |
|
Mirae Asset Global Investments Hong Kong Limited
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4.7 | |
|
Allianz Capital Partners of America LLC
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NY | 4.7 |
|
CION Ares Management LLC
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NY | 4.7 |
|
Sierra Investment Partners Inc
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CA | 4.6 |
|
Mackenzie Investments Europe Limited
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|
4.6 | |
|
Greycroft LP
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|
NY | 4.6 |
|
Emso Asset Management US LLC
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|
CT | 4.5 |