Simplify Asset Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Simplify Asset Management Inc
CRD #309535
SEC #801-119255
CIK #0001846368
AUM $1.4 BB (2022-12-02)
Employees 24 (29% Investors, 0% Brokers)
Phone646-585-0476
Address222 Broadway, 22nd Floor
New York, NY 10038
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($MM)
1400112084056028002011201520192023
CIK Period
0001846368
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Tesla Motors Inc 723.4 0.0
Plains GP Holdings LP 2.1 0.0
Ares Management LP 10.3 0.0
Athira Pharma Inc 0.1 0.0
Synta Pharmaceuticals Corp 1.2 0.0
Sanofi 130.2 0.0
Regeneron Pharmaceuticals Inc 65.3 0.0
Seres Therapeutics Inc 0.3 0.0
Replimune Group Inc 0.8 0.0
Annexon Inc 0.2 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 1,355.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 21 1,355.6
By Discretionary
Discretionary 21 1,355.6
Non-Discretionary 0 0.0
Total 21 1,355.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,355.6
Total 21 1,355.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001846368]
Comparable Firms State AUM ($BB)
Tokio Marine Asset Management USA Ltd
NY 1.4
Ritter Alpha LP
NY 1.4
CS Capital Management Inc
CA 1.4
USA Financial Exchange Corporation
MI 1.4
OFS CLO Management LLC
IL 1.4
Samsara Biocapital LLC
CA 1.4
Clarus Ventures LLC
MA 1.4
Cougar Global Investments Limited
1.4
Counterpoint Mutual Funds LLC
CA 1.4
Mercato Management LLC
UT 1.3
Terms | Privacy | Guide
tony@aum13f.com