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ALPHASIMPLEX GROUP, LLC

CRD 128356 · SEC 801-62448

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200 STATE STREET, BOSTON, MA, 02109, United States

Phone

617-475-7100

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.09B

Discretionary AUM

$3.09B

Team

33 total employees; 17 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)MODEL PORTFOLIOS

Client types

TypeClientsAUM
Investment companies7$1.40B
Pooled investment vehicles5$1.54B

States served

MA

All web addresses on file

Official SEC filing: View on IAPD