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| Simplify Asset Management Inc
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|---|---|
| CRD # | 309535 |
| SEC # | 801-119255 |
| CIK # | 0001846368, 0001752724 |
| AUM | 9,635.5 M (2025-10-03) |
| Employees | 45 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-389-9705 |
| Address | 10845 Griffith Peak Drive, 2/F Las Vegas, NV 89135 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001846368 0001752724 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Bitcoin Trust | 0.1 | ||
| SPDR Gold Trust | 0.0 | ||
| Plains GP Holdings LP | 0.0 | ||
| Purecycle Technologies Inc | 0.0 | ||
| United Therapeutics Corp | 0.0 | ||
| Novo Nordisk A S | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Warby Parker Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| Jazz Pharmaceuticals Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Biohaven Ltd | 0.0 | ||
| Benitec Biopharma Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| Align Technology Inc | 0.0 | ||
| 10X Genomics Inc | 0.0 | ||
| Quest Diagnostics Inc | 0.0 | ||
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| 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 | 35 | 9.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 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 | 36 | 9.6 |
| By Discretionary | ||
| Discretionary | 36 | 9.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.6 | |
| Total | 36 | 9.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846368] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 549300E3XNKOUYLNJO28 |
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|---|---|---|
|
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9,801.0 M | |
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CornerStone Advisors Asset Management LLC
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PA | 9,571.8 M |
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Mariner Independent Advisor Network LLC
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KS | 9,568.8 M |
|
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WI | 9,548.7 M |
|
Composition Wealth LLC
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CA | 9,470.8 M |
|
Westwood Global Investments LLC
✚
|
UT | 9,465.2 M |