Donald Smith, L.P.

RIASEC RegisteredEst. 2016
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$128M
Accounts
2
Employees
11
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
285701
Registered since
November 21, 2016
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 organized as a limited partnership and is registered with the SEC since 2016. The firm serves institutional clients and operates primarily as a commodity pool operator/commodity trading advisor and as an adviser to pooled investment vehicles. Its ownership is recorded as a mix of a domestic entity and an individual, and the adviser is classified in FINTRX as unclassified rather than under a standard RIA subtype. The firm charges both a percentage-of-assets fee and performance-based fees, consistent with active management of specialized pooled strategies. FINTRX flags Donald Smith, L.P. as not being an active ESG investor, not a multi-state adviser, and not a capital allocator; it also lists affiliations that include other investment adviser roles and sponsor/GP or managing-member responsibilities for pooled vehicles.

Assets & Accounts

Investments & Alternatives

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

    Kamal Shah

    Macro AnalystCRD 3120760

  • Ann Cianfrone

    Ann Cianfrone

    Chief Operating Officer & Chief Compliance OfficerCRD 6176985

  • Richard Greenberg

    Richard Greenberg

    Chief Executive Officer and Co-Chief Investment OfficerCRD 4878855

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Contacts

3 of 3
  • John Piermont

    John Piermont

    Partner, Research AnalystCRD 4772212

  • Jeffrey Putnam

    Jeffrey Putnam

    PartnerCRD 5807430

  • Jane Jiyoung Park

    Jane Jiyoung Park

    Director of Client RelationsCRD 4763228

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth