Alphasimplex Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 26, 2026, reports $3.1B in regulatory assets under management, 33 employees, and 16 accounts.
Top client segmentInvestment Cos. represent 58.3% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
58.3%
7
2
Pooled Investment Vehicles
41.7%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 26, 2026
Discretionary100.0%
$3.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.1B
Total Accounts16
10Y AUM Change$-2.1B (-41.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee0:1
10Y Employee Change-7 (-17.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.