SMITH GROUP ASSET MANAGEMENT

Overview

Smith Group Asset Management is a small partnership that focuses on institutional portfolio management, primarily handling investment mandates for businesses and other institutional clients. The firm charges fees as a percentage of assets under management and emphasizes liquid equity exposure—most of its reported activity centers on exchange-traded positions rather than concentrated private or illiquid strategies. Public filings show the adviser has been registered since the mid-1990s and operates under a domestic ownership structure; it does not represent itself as an ESG-focused manager and its advisory footprint is modest in scale. Investment activity appears driven by traditional long equity allocations, with portfolio construction geared toward broadly diversified holdings across hundreds of names. The firm’s roster and filings indicate institutional mandates rather than retail or high-net-worth household accounts, and its trading and custody flows are routed through institutional custodians consistent with that client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices