SimpleADVISORY LLC

EST. AUM
$42,124,271

CONTACTS
1

CLIENT ACCOUNTS
4

Firm Details

Metro area New York City
CRD Number 334785
Website simpleciti.com
Client types

Overview

SimpleADVISORY is SEC registered investment advisor firm and known for its expertise in commercial real estate and institutional-grade asset governance. The firm provides both select and comprehensive investment services for entities including SimpleEQUITIES, NovelEQUITIES, and third-party asset managers. Its capabilities span the full investment lifecycle—from acquisition and disposition to refinancing and asset management. SimpleADVISORY distinguishes itself through its integrated approach to tax strategy and structuring, offering solutions that include carried interest models, fund-level tax compliance, international tax blockers, and vehicles such as 1031 exchanges, DSTs, REITs, UPREITs, and Opportunity Zones. The firm also advises Family Offices on Trust, Estate, and Succession Planning. With a commitment to institutional oversight, transparency, and optimized risk-adjusted returns, SimpleADVISORY plays a critical role in aligning capital with sponsors and delivering long-term value to investors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SimpleADVISORY LLC

Platform Details

Investment Preferences

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