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SimplyRIA Advisor Network
SimplyRia Advisor Network is an SEC-registered investment adviser in Brighton, MI, registered since 2017. The firm manages $215 million in assets, with $211...
SimplyRIA Advisor Network
SimplyRia Advisor Network is an SEC-registered investment adviser in Brighton, MI, registered since 2017. The firm manages $215 million in assets, with $211 million on a discretionary basis. It has 26 employees and 24 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Brighton
Corporate office
Fairfax, VA, United States
Sector focus
Frequently asked questions
How does SimplyRIA Advisor Network generate deal flow?
The network's deal flow comes from a combination of member advisors' existing relationships and a central sourcing team. Because members are RIAs with direct client access, they bring proprietary co-investment opportunities. The central team then vets and structures deals for the broader network (per public record).
What investment stages does SimplyRIA target?
SimplyRIA focuses on direct co-investments in private equity, private credit, and real estate at the growth and buyout stages. The network avoids venture-stage startups due to their illiquidity and risk profile. Stage coverage is shaped by member demand rather than a rigid mandate.
Is SimplyRIA a single-family office or a multi-family office?
SimplyRIA is a multi-family office platform. It serves multiple independent advisory firms that aggregate their assets under a shared infrastructure. Unlike a single-family office, it does not manage a concentrated fortune from one family.
Where does the underlying wealth in SimplyRIA come from?
The wealth is generated by the client base of each member RIA firm. Those clients include high-net-worth individuals, families, and small institutions. The specific origin of the family or individual wealth is not centralized or publicly disclosed.
Does SimplyRIA participate in fund commitments or only direct deals?
The network focuses primarily on direct co-investments alongside sponsor partners. It avoids large blind-pool fund commitments to maintain cost efficiency. Member advisors evaluate each deal individually before committing capital.
Profile maintained by Altss 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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