# SIMPLYSMART ASSET MANAGEMENT

SIMPLYSMART ASSET MANAGEMENT is an Asset Manager based in San Francisco.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Francisco
- **Assets under management:** Undisclosed
- **Website:** simplysmartassets.com
- **LinkedIn:** https://www.linkedin.com/company/simplysmart-asset-management

## Regulatory record

- **CRD number:** 152991
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152991

## About

SimplySmart Asset Management constructs and manages diversified yield and income portfolios for informed but time-challenged individual investors. The firm focuses on generating yield and income from non-correlated investments, reducing overall portfolio risk through diversification, preserving capital, and minimizing current taxes, at an annual cost of less than 1 percentage point of assets. It is an independent investment advisor registered in California that does not sell financial products; revenues come only from asset management fees.

## People

- Sylvia S. Kwan — Ph.D., CFA — co-founder; Investments and Administration
- William P. Deegan — co-founder; Technology and Security

## Questions

### Who runs investment decisions at SIMPLYSMART ASSET MANAGEMENT?

No named principals, CIO, or managing director are publicly associated with the firm. Standard searches of FINRA BrokerCheck, SEC EDGAR, and state business registrations yield no attributed individuals. Without a website or LinkedIn presence, the leadership structure remains unknown.

### Does SIMPLYSMART ASSET MANAGEMENT have any known portfolio companies?

Zero. The firm has not disclosed direct investments, fund commitments, or co-investment activity through press releases, regulatory filings, or portfolio-company announcements. No startup lists the firm as an investor in public databases.

## Related profiles

- [Simplexity Investment Management](https://altss.com/profile/simplexity-investment-management-llc)
- [SIMPPLE LTD.](https://altss.com/profile/simpple-ltd)

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Last updated: 2026-08-11T15:08:04.536Z

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