SMOAK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PARKER, Colorado
- CRD number
- 293805
- Registered since
- March 5, 2025
- Website
- www.smoakcapital.com
Firm profile
FINTRXOverview
Smoak Capital Management, LLC is a small, manager-led advisory firm that places material emphasis on sponsored pooled vehicles and private fund activity rather than a broad retail advisory book. The firm serves as sponsor, general partner and managing member for pooled investment vehicles and functions as the adviser to at least one hedge fund. Investment activity centers on private-market strategies and third‑party alternative funds—private equity, hedge funds and private placements are highlighted as core allocation areas. The firm does not identify as an active ESG investor, and its business model appears oriented toward concentrated, manager-driven allocations and fund sponsorship rather than wide-scale advisory relationships across many retail clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Daniel Smoak
Managing MemberCRD 6921755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARKER, CO
DOUGLAS
Location
PARKER, CO
Headquartered in PARKER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DOUGLAS
- Address
- 11020 S Pike Peak Dr
- Time zone
- MT (UTC-7)
- Office locations
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