Who We Serve

At SimpleCITI, we partner with a diverse spectrum of investors who share a common goal: achieving attractive, risk-adjusted returns through alternative strategies that combine real asset backing, structural innovation, and fiduciary rigor. As both operators and fiduciaries, we understand the different needs of each investor type and tailor our solutions accordingly.

Institutional Investors

Institutional Investors

Institutional allocators demand scale, governance, and reliability. Our platform is built to meet the standards of pensions, insurance companies, endowments, and foundations by:

1
Delivering institutional-grade strategies across commercial real estate, private credit, litigation finance, and technology infrastructure.
2
Providing compliance and investor reporting.
3
Structuring investments with capital preservation at the forefront—senior-secured positions, bankruptcy-remote vehicles, and priority capital waterfalls.
4
Offering flexibility in access points, whether through fund commitments, co-investment opportunities, or bespoke separate accounts.
We serve as an extension of an institution’s internal team, bringing operator DNA and fiduciary discipline to complex private market opportunities.

Registered Investment Advisors (RIAs)

RIAs are on the front line of client fiduciary relationships and require partners who respect that role. SimpleCITI helps RIAs expand their toolkit with:

1
Turnkey alternative allocations that are fully diligenced and compliant with fiduciary standards.
2
White-labeled reporting and client materials, allowing RIAs to maintain direct client ownership while leveraging our platform.
3
Access to co-investments and direct deals typically reserved for larger allocators, but structured to integrate seamlessly into diversified client portfolios.
4
A partner-first approach, where our role is to enhance the advisor’s capabilities, not compete with them.
We view RIAs as long-term partners and design solutions that help them grow their practice while protecting their clients.
Registered Investment Advisers
High-Net-Worth Individuals

High-Net-Worth & Ultra-High-Net-Worth Individuals

Sophisticated individual investors increasingly seek diversification outside traditional equities and bonds. For this group, SimpleCITI provides:

1
Access to institutional-quality private market strategies traditionally limited to larger investors.
2
Downside-protected structures, such as senior-secured lending, distressed real estate with tangible collateral, and specialty finance.
3
Clear, transparent reporting designed for individuals who want to understand their exposures and risks without institutional complexity.
4
Opportunities to invest alongside our principals, ensuring interests are aligned and capital is at risk together.
For HNW and UHNW investors, we open the door to institutional-grade opportunities while preserving the direct relationship, clarity, and trust that individuals value most.

Family Offices

As a family office ourselves, we deeply understand the unique priorities of other family offices: capital preservation, alignment, and direct access. We address these by:

1
Investing meaningful GP capital alongside our LPs, ensuring true alignment.
2
Providing flexible investment structures—from traditional funds to co-GP and joint venture partnerships.
3
Creating tax-aware solutions such as DSTs, UPREITs, and bespoke vehicles.
4
Offering direct access to our principals, not just our investment teams, for transparency and alignment at the highest level.
Family offices appreciate our ability to act entrepreneurially while operating institutionally, bridging the gap between bespoke deal flow and governance.
Family Offices