| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Simpleaxcs LLC | Other Private | $21.5M | $25K |
| Mof Shemot LLC | Real Estate | $8.3M | $25K |
| Mof Vayikra LLC | Real Estate | $8.3M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Rody Sharod Mehdizadeh Control | Chief Operating Officer | 50-75% | 2024 |
| Shervin N Mehdizadeh Control | Chief Executive Officer; Chief Compliance Officer | 50-75% | 2024 |
Simpleadvisory LLC reports $46.2 million in regulatory assets under management on its Form ADV.
Simpleadvisory LLC manages 4 private funds with combined gross assets of $46.2 million.
Simpleadvisory LLC reports 3 employees.
Simpleadvisory LLC is based in Garden City, NY and has been SEC-registered since 2025.
Simpleadvisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 900 Stewart Avenue, Suite 210, Garden City, NY 11530 |
| Phone | 516-464-5500 |
| Office hours | 9a.m.-6p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $46.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $46.2M |