Simpleadvisory LLC - Investment Advisers

About Simpleadvisory LLC

Simpleadvisory LLC is an investment adviser headquartered in Garden City, New York, and it is listed in the directory of US investment advisers and among investment advisers in New York. The firm is registered with the U.S. Securities and Exchange Commission as a private fund investment adviser. It reports regulatory assets under management of $42.12 million and has three employees. The firm is an affiliate of SimpleCITI Companies, a group that describes itself as a vertically integrated real estate and capital markets platform. The affiliate states that it focuses on acquiring, developing and operating urban real estate, and that its work is organized into specialized subsidiaries covering areas such as property management, leasing and capital formation. Simpleadvisory's registration and disclosures are presented as part of that wider group. The firm's website describes its advisory services as part of a private markets platform that covers investments in private equity, real estate and specialty finance. This description is a general statement about the platform and does not separately detail the adviser's own holdings or strategies.

Key Facts

Assets Under Management

$42.12M

Employees

3

SEC File Number

801-132138