ALPHASIMPLEX GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.09B |
| Discretionary | $3.09B100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $192.9M |
| Employees | 33 |
| Peak AUM | $7.25BMar 2016 |
| AUM CAGR | +13.8% /yrover 22 yrs · 72 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.1B | 28.9% | 18.9% | 3.7% | |
| Discretionary AUM | $3.1B | ||||
Key Metrics
| Total AUM | $3.09B |
| Discretionary | $3.09B |
| Employees | 33 |
| Client Accounts | 16 |
Contact & Location
Address
200 STATE STREET
BOSTON MA 02109
Phone
617-475-7100
Filing History
72 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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