# SIMPLEVISOR

SIMPLEVISOR is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 332608
- **SEC file number:** 801-131203
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332608

## About

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.

## 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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- [Investlinc Wealth Services](https://altss.com/profile/investlinc-wealth-services)

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

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