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Alphasimplex Group, LLC

● SEC registered since 2003CRD 128356SEC# 801-62448Boston, MA
Export (members)
Ranks #1,721 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.09B
Fund GAV
$860.2M
Private funds
1
Employees
33
Accounts
16
Location
Boston, MA

Alphasimplex Group, LLC assets under management

Alphasimplex Group, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2003. It reports $3.1 billion in regulatory assets under management and employs 33 people. Alphasimplex Group, LLC manages 1 private fund with combined gross assets of $860.2 million, including Adaptive Trend Fund, L.P. By regulatory assets, it ranks 1,721 of 6,004 private fund managers.

Alphasimplex Group, LLC private funds

1 funds · $860.2M GAV
FundTypeGross assetsMin.
Adaptive Trend Fund, L.P.Hedge$860.2M$5M

Alphasimplex Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Andra Cynthia Purkalitis ControlExecutive Vice President And Chief Legal Officer Of Virtus Investment Partners, Inc.Under 5%2023
Arnout Michiel Eikeboom ControlChief Compliance OfficerUnder 5%2005
Brent Ryan Mathus ControlPresidentUnder 5%2025
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Frequently asked questions

How much does Alphasimplex Group, LLC manage?

Alphasimplex Group, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Alphasimplex Group, LLC manage?

Alphasimplex Group, LLC manages 1 private funds with combined gross assets of $860.2 million.

How many employees does Alphasimplex Group, LLC have?

Alphasimplex Group, LLC reports 33 employees.

Where is Alphasimplex Group, LLC located?

Alphasimplex Group, LLC is based in Boston, MA and has been SEC-registered since 2003.

Does Alphasimplex Group, LLC disclose fund performance?

Alphasimplex Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 State Street, Boston, MA 02109
Phone617-475-7100
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1387941
Discloses disciplinary historyNo

Regulatory AUM

$3.09B▼ 32%
Jan '25 — $4.52BFeb '25 — $4.52BMar '25 — $4.34BApr '25 — $4.34BMay '25 — $4.34BJun '25 — $4.34BJul '25 — $4.34BAug '25 — $4.34BSep '25 — $4.34BOct '25 — $4.34BNov '25 — $4.34BDec '25 — $4.34BJan '26 — $4.34BFeb '26 — $4.34BMar '26 — $3.09BApr '26 — $3.09BMay '26 — $3.09BJun '26 — $3.09B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$3.09Bregulatory AUM
Discretionary $3.09B

Service providers

Auditor
Prime broker
Custodian