SMArtX Advisory Solutions

Overview

SMArtX Advisory Solutions is organized as an LLC and operates as an institutional registered investment adviser that began SEC registration in 2018. The firm positions itself as a capital allocator serving institutional clients, and its advisory mandate includes portfolio management and the selection of other advisers. Compensation is primarily fee-based (percentage of AUM) with additional fee arrangements noted. SMArtX reports that it is not an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant. Industry affiliations include relationships with a broker-dealer and as a commodity pool operator/commodity trading advisor (CPO/CTA).

Assets & Accounts

Public Holdings

Investments & Alternatives