Looking For A New Private Fund or Asset Management Advisor?

Your Fiduciary Manager in Private Capital

SimpleADVISORY is an SEC-registered investment advisor focused solely on Commercial Real Estate, Private Credit, AI Compute & Data-Center infrastructure, and Litigation Lending & Pre-Settlement Funding. We do not manage stocks or bonds—only private capital that demands hands-on judgment, structure, and control.
  • Fiduciaries First: Investor interests always come before our own.
  • Strategy-Agnostic Oversight: Governance that adapts to the asset class, structure, and market cycle.
  • Institutional Process: From pre-investment diligence to post-investment monitoring, every step meets regulatory and best-practice standards.
  • Operator Mindset: We understand execution risk because we’ve been operators ourselves.
We deliver fiduciary oversight through tailored Investment Management Agreements (IMAs) covering single investments, funds, SPVs, and family-office portfolios. As the Private-Fund Advisor to SimpleEQUITIES and its correspondent sponsors, SimpleADVISORY provides independent governance and regulatory oversight across their programs while also advising capital providers directly on single-asset, joint-venture, and co-investment opportunities.

Top 10 Questions to Ask Before Hiring Your Private Fund Advisor or Asset Manager

Choosing the right Private Fund Advisor (PFA) or Asset Manager (AM) is mission-critical. Ask these questions to find a partner who drives results across real estate, private credit, litigation finance, AI/data centers, and securities investments.

  1. What is your strategy to turn my capital into measurable value?
    At SimpleADVISORY, we build detailed business plans for each asset or fund, specifying operational, structural, and capital levers to drive targeted returns while preserving downside protection.
  2. How do you measure success across different investments?
    We track IRR, equity multiple, yield on cost, DSCR, litigation win rates, compute ROI, tax-adjusted returns, and other key metrics to inform proactive decisions.
  3. How do you identify and manage risks before they affect performance?
    We perform sector-specific risk assessments pre- and post-investment, integrating scenario analysis and active monitoring to mitigate legal, operational, market, and counterparty risks early.
  4. How do you tailor your approach to each client's goals and constraints?
    We begin with deep understanding of your objectives and timelines, then customize investment structures, strategies, and reporting to align with your goals.
  5. How do you manage and coordinate the specialists needed to execute your strategy?
    We lead and integrate brokers, underwriters, engineers, attorneys, operators, and servicers, ensuring all parties are accountable to your investment outcomes.
  6. How do you integrate capital markets insights into your asset or fund decisions?
    We continuously evaluate refinancing, recapitalization, co-investment opportunities, securitizations, and exits to enhance returns and liquidity across market cycles.
  7. How do you create operational alpha?
    We drive value through initiatives like lease restructuring, densification, optimal loan structuring, litigation claim prioritization, and AI/data power optimization, tailored by asset class.
  8. How do you remain agile to pivot when markets shift?
    Our investment committees monitor market signals in real time to reallocate capital, adjust underwriting, or reposition strategies swiftly and strategically.
  9. What is your decision-making process for holding, selling, refinancing, or redeploying capital?
    We evaluate hold, sell, refinance, or redeploy options based on multi-factor analysis of current performance, market trends, capital costs, and your evolving goals.
  10. How do you ensure your interests are aligned with mine?
    We operate with fiduciary duty, full transparency, and alignment structures including performance-based promotes and co-investments to prioritize your outcomes above all.

Partner with Advisors Who Think Beyond Administration
At SimpleADVISORY, we deliver institutional-grade strategies, rigorous execution, and fiduciary accountability to unlock value across all your investments.

How We Work

We provide tailored Investment Management Agreements (IMAs) that clearly define scope and fiduciary responsibilities, ensuring transparency and alignment with your interests. Operating under a strict fiduciary standard, we never earn commissions, placement fees, or share in revenue. Our approach combines institutional rigor with modular engagement options.

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Vertical Expertise

Our investment focus centers on sectors where we can leverage deep operational knowledge, established relationships, and proprietary deal flow to generate superior risk-adjusted returns. Our current focus spans private credit and tax securities, AI compute and data center infrastructure, commercial real estate opportunities, and litigation finance strategies.

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Deal Flow

SimpleCITI identifies and pre-screens investment opportunities before passing them to SimpleADVISORY. Acting as an independent fiduciary, we conduct secondary underwriting to approve or decline each deal, delivering a seamless and professionally governed investment process.

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Who We Serve

We serve broker-dealers, RIAs, family offices, and high-net-worth individuals investing through SimpleCITI vehicles or engaging us for standalone mandates. Our services extend to institutional investors seeking third-party oversight or specialized advisory.

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