RIA Intel›Advisers›Massachusetts›ALPHASIMPLEX GROUP, LLC

ALPHASIMPLEX GROUP, LLC

Institutional

N·BOSTON, MA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$3.1B

1-Year AUM Growth

-21.7%

3-Year CAGR

+6.0%

Employees

17

Assets Under Management

Total AUM$3.1B

Discretionary AUM$3.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees17

Investment Advisers33

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record57

First FilingOct 15, 2003

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 57 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALPHASIMPLEX GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.