DONALD SMITH, L.P.

RIASEC RegisteredEst. 2016

Total AUM

$256M

Discretionary

$256M

100% of AUM

Avg account

$128M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 285701
Registered since: November 21, 2016
Website: www.donaldsmithandco.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Donald Smith, L.P. is a limited partnership registered with the SEC in 2016 that provides portfolio management for pooled investment vehicles and operates in roles typical of commodity pool operators/commodity trading advisors. The firm’s client base is institutional, and it functions as a sponsor/GP and managing member of pooled vehicles rather than as a traditional capital allocator. Donald Smith, L.P. is not positioned as an ESG investor and does not describe itself as a multi-state adviser. The firm’s fee model combines a percentage-of-AUM charge with performance-based fees, aligning manager compensation with fund performance. Business activities are concentrated on pooled vehicle sponsorship and commodity-related advisory work, consistent with its CPO/CTA classification and related industry affiliations.

Assets & Accounts

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4

KAMAL SHAH
Macro AnalystCRD 3120760
ANN CIANFRONE
Chief Operating Officer & Chief Compliance OfficerCRD 6176985
RICHARD GREENBERG
Chief Executive Officer and Co-Chief Investment OfficerCRD 4878855