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