SIMPLEXITY INVESTMENT MANAGEMENT, LLC

SIMPLEXITY INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 166913). Regulatory assets under management: $3.2M.

Registration

• CRD: 166913
• Type: Registered investment adviser
• Phone: 301-760-4230
• Latest filing: 2026-01-12
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166913 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search