Simpleadvisory

Asset Manager SEC-registered adviser

Legal name: Simpleadvisory LLC

Garden City, NY Website

AUM

$42.1M
Regulatory AUM

Private funds

4
Real Estate 3 · Other 1

Private fund assets

$42.1M
Gross asset value

Employees

3

Last Form D raise

—

From SEC Form ADV filing (filed Sep 24, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

S
Shervin Mehdizadeh
Chief Executive Officer; Chief Compliance Officer
Source: SEC Form ADV

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Simpleaxcs LLCOther$22.2M———
Mof Shemot LLCReal Estate$6.8M———
Mof Vayikra LLCReal Estate$6.8M———
Mof Bereishit LLCReal Estate$6.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
334785
SEC file number
801-132138

Sources