# SimoneT Financial Group

SimoneT Financial Group is a RIA based in Kyle, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kyle, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://simonetfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/simonetfinancial

## Regulatory record

- **CRD number:** 283561
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283561

## About

Simonet Financial Group, LLC is a state-registered investment adviser in Kyle, TX. The firm manages $23 million in assets, $21 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Does SimoneT Financial Group participate in fund commitments or only direct deals?

The firm's approach to deployment—whether it favors direct investments, fund commitments, co-investments, or a blend—is not publicly disclosed. Without marketing materials, LP meeting notes, or portfolio-company press releases, the allocation split across direct and fund investments cannot be determined.

## Related profiles

- [DUET ADVISORY SERVICES LLC](https://altss.com/profile/duet-advisory-services-llc)

---

Last updated: 2026-07-06T01:24:25.544Z

Canonical page: https://altss.com/profile/simonet-financial-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology