# Simple Portfolio Management, Inc.

Simple Portfolio Management, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://simpleportfolio.com

## Regulatory record

- **CRD number:** 148263
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148263

## About

Simple Portfolio Management, Inc. is a state-registered investment adviser. The firm manages approximately $117 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Simple Portfolio Management, Inc.?

No named principals or investment committee members are publicly associated with Simple Portfolio Management, Inc. Without SEC filings, a corporate website, or LinkedIn presence, the identity of decision-makers is unknown.

### How does Simple Portfolio Management, Inc. source deal flow or investments?

The firm's sourcing model is not disclosed. No public information describes proprietary deal flow, relationships with external GPs, or co-investment practices.

### What investment stages does Simple Portfolio Management, Inc. target?

No target stages—venture, growth, buyout, or otherwise—have been disclosed. Public record provides no indication of stage preference.

### Which sectors does Simple Portfolio Management, Inc. invest in?

Sector focus is not publicly available. No portfolio companies, industry tags, or thematic preferences are documented.

### What is Simple Portfolio Management, Inc.'s known posture on co-investments?

Public sources do not address co-investment activity. The firm's investment approach, including any partnership with external GPs, remains undisclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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