Simpleadvisory LLC
● SEC registered since 2025CRD 334785SEC# 801-132138Garden City, NY
Ranks #5,886 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$42.1M
Fund GAV
$42.1M
Private funds
4
Employees
3
Accounts
4
Location
Garden City, NY
Simpleadvisory LLC assets under management
Simpleadvisory LLC is an investment advisory firm registered with the SEC based in Garden City, NY. The firm has been registered since 2025. It reports $42.1 million in regulatory assets under management and employs 3 people. Simpleadvisory LLC manages 4 private funds with combined gross assets of $42.1 million, including Simpleaxcs LLC. By regulatory assets, it ranks 5,886 of 6,004 private fund managers.
Simpleadvisory LLC private funds
4 funds · $42.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Simpleaxcs LLC | Other Private | $22.2M | $25K |
| Mof Shemot LLC | Real Estate | $6.8M | $25K |
| Mof Vayikra LLC | Real Estate | $6.8M | $25K |
See all 4 funds — unlock the full record.
Join to unlock · $37/moSimpleadvisory LLC owners & executives
2 reported| 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 |
Frequently asked questions
How much does Simpleadvisory LLC manage?
Simpleadvisory LLC reports $42.1 million in regulatory assets under management on its Form ADV.
How many private funds does Simpleadvisory LLC manage?
Simpleadvisory LLC manages 4 private funds with combined gross assets of $42.1 million.
How many employees does Simpleadvisory LLC have?
Simpleadvisory LLC reports 3 employees.
Where is Simpleadvisory LLC located?
Simpleadvisory LLC is based in Garden City, NY and has been SEC-registered since 2025.
Does Simpleadvisory LLC disclose fund performance?
Simpleadvisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$42.1M▼ 9%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
AUM vs fund managersTop 98%
Larger than 2% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$42.1Mregulatory AUM
Discretionary $42.1M
Fund type mix
Real Estate3
Other Private1
Service providers
Auditor