Smartleaf Asset Management LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 172273
- Registered since
- February 17, 2015
- Website
- www.smartleafam.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Smartleaf Asset Management LLC is an institutional registered investment adviser organized as an LLC that provides portfolio management services to business and institutional clients. The firm is SEC-registered (since 2015) and bills fees as a percentage of assets under management. Its stated client focus is institutional accounts, and it identifies as an active ESG investor. Advisory activity centers on model and portfolio management for organizations rather than individual retail wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,091Active vs passive
$2.4B in ETFs
54%
$1.3B
41%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $156M | 1,872,859 | 6.54% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Bowdoin Sq
- Time zone
- ET (UTC-5)
- Office locations
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