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Simplify Asset Management Inc.

● SEC registered since 2020CRD 309535SEC# 801-119255Las Vegas, NV
Export (members)
Reg. AUM
$4.66B
Employees
45
Accounts
28
Location
Las Vegas, NV

Simplify Asset Management Inc. assets under management

Simplify Asset Management Inc. is a registered investment adviser overseen by the SEC based in Las Vegas, NV. The firm has been registered since 2020. It reports $4.7 billion in regulatory assets under management and employs 45 people.

Simplify Asset Management Inc. owners & executives

8 reported
NameTitleOwnershipSince
Brian Carroll Kelleher ControlChief Revenue OfficerUnder 5%2021
David Marc Berns ControlCo-Founder, Chief Information Officer25-50%2020
Fiona Chi Yu Ho ControlChief Operating OfficerUnder 5%2021
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Frequently asked questions

How much does Simplify Asset Management Inc. manage?

Simplify Asset Management Inc. reports $4.7 billion in regulatory assets under management on its Form ADV.

How many employees does Simplify Asset Management Inc. have?

Simplify Asset Management Inc. reports 45 employees.

Where is Simplify Asset Management Inc. located?

Simplify Asset Management Inc. is based in Las Vegas, NV and has been SEC-registered since 2020.

Does Simplify Asset Management Inc. disclose fund performance?

Simplify Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10845 Griffith Peak Drive, 2/F, Las Vegas, NV 89135
Phone702-389-9705
Office hours9:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1752724
Discloses disciplinary historyNo

Assets under management

Discretionary$4.66B
Non-discretionary$0
Total (RAUM)$4.66B