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| Simplify EQLS LLC
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| |
|---|---|
| CRD # | 327988 |
| SEC # | 801-129517 |
| CIK # | |
| AUM | $114.3 MM (2024-01-17) |
| Employees | 30 (33% Investors, 0% Brokers) |
| Phone | 646-585-0476 |
| Address | 54 W 40th Street New York, NY 10018 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 114.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 114.3 |
| By Discretionary | ||
| Discretionary | 1 | 114.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 114.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.3 | |
| Total | 1 | 114.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
North Country Investment Advisers Inc
✚
|
NY | 0.1 |
|
Macquarie Capital Partners LLC
✚
|
NY | 0.1 |
|
Sygnus Capital PR LLC
✚
|
PR | 0.1 |
|
Goshen Rock Capital LLC
✚
|
PA | 0.1 |
|
Dekoning and Company LLC
✚
|
RI | 0.1 |
|
TEMA Global Limited
✚
|
0.1 | |
|
Titanium Exploration Partners LLC
✚
|
TX | 0.1 |
|
Calvert Impact Advisory Services LLC
✚
|
MD | 0.1 |
|
Global Delta Capital LLC
✚
|
MA | 0.1 |
|
Monetta Financial Services Inc
✚
|
IL | 0.1 |