We Don't Just Advise
We Transform
Redefining Private Fund Advisory through institutional precision, fiduciary excellence, and transformative investment strategies that deliver measurable, risk-adjusted returns across market cycles.
SimpleADVISORY is an SEC-registered investment advisor providing institutional governance, compliance, and fiduciary oversight for investment strategies across real assets, credit, technology infrastructure, and tax-advantaged securities.
Excellence Through Integration
Delivering institutional-grade advisory services through seamless platform integration and unwavering fiduciary commitment.
Excellence is not a destination, but a continuous journey of refinement, innovation, and unwavering commitment to fiduciary responsibility.SimpleADVISORY Leadership
Transformative Partnership
We reject traditional "set and forget" approaches. Every investment receives active oversight, continuous optimization, and strategic guidance that evolves with market conditions and regulatory requirements.
Integrated Excellence
Operating as an extension of your team, we integrate seamlessly with existing advisors, counsel, and administrative partners to deliver unified, institutional-grade solutions.
Our Service Framework
Comprehensive advisory solutions designed for institutional investors and sophisticated capital allocators.
Internal Services
Embedded fiduciary oversight within the SimpleCITI ecosystem
SimpleADVISORY serves as the embedded fiduciary arm of the SimpleCITI platform, ensuring every strategy operates with institutional rigor demanded by the largest pension funds and endowments.
Our integrated platform position provides complete operational visibility—from development schedules to loan servicing metrics—enabling real-time risk management and proactive issue resolution before they impact returns. This institutional infrastructure allows us to execute with speed while protecting capital through operational control.
- Design and monitor governance frameworks for each investment vehicle
- Conduct comprehensive pre-investment due diligence and structuring oversight
- Enforce compliance with SEC regulations, tax requirements, and internal controls
External Services
Outsourced fiduciary and compliance solutions for partners
We serve as an outsourced fiduciary and compliance partner for managers, operators, and capital allocators seeking institutional platform benefits without internal infrastructure investment.
Whether providing fully discretionary management or oversight-only services, we integrate seamlessly into your existing platform—ensuring institutional credibility with investors and regulatory compliance.
- Governance framework design and implementation
- Ongoing regulatory compliance management and monitoring
- Institutional-grade investor reporting and transparency protocols
- Independent monitoring and audits of partner-led transactions
SimpleADVISORY LLC (CRD #334785) is an SEC-registered Private Fund Investment Advisor operating under fiduciary standards. View our Form ADV for comprehensive regulatory disclosures and investment advisor information.