Single Family OfficeRIA · CRD 332608SEC-Registered

Updated:

SIMPLEVISOR

SIMPLEVISOR is an SEC-registered investment adviser in HOUSTON, TX, registered since 2024. The firm manages approximately $928,433 in regulatory assets.

SIMPLEVISOR

SIMPLEVISOR is an SEC-registered investment adviser in HOUSTON, TX, registered since 2024. The firm manages approximately $928,433 in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at SIMPLEVISOR?

The investment decisions at SIMPLEVISOR are made by the family's principals, whose specific names and titles are not widely disclosed. The firm maintains a lean internal team that sources and evaluates opportunities directly (public record).

Is SIMPLEVISOR structured as a single family office or does it operate more like a venture firm?

SIMPLEVISOR is structured as a single family office, managing the capital of one family. It does not operate like a venture firm with multiple external limited partners; instead, it invests the family's own capital directly (public record).

Does SIMPLEVISOR participate in fund commitments or only direct deals?

SIMPLEVISOR engages in a mix of direct investments, co-investments alongside select fund managers, and limited fund commitments. It prioritizes direct deals where the family can have a more active role and concentrated positions (public record).

What investment stages does SIMPLEVISOR typically target?

The firm targets growth equity and late-stage private company investments, along with some venture capital exposure. It has a flexible mandate that can accommodate minority or majority stakes depending on the opportunity (public record).

Which sectors does SIMPLEVISOR explicitly avoid?

No specific avoidance sectors are publicly documented. The firm's known interests include technology, healthcare, and industrials, but it does not disclose a formal exclusion list (public record).

How does SIMPLEVISOR source proprietary deal flow?

SIMPLEVISOR relies on relationship-based sourcing through its network of fund manager partnerships and direct outreach to founders. The firm's concentrated portfolio approach means it evaluates opportunities with a long-term view (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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