SMP Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 162653
- Registered since
- May 4, 2021
- Website
- www.smplp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles74.75%
- Other25.25%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SMP Asset Management, LLC is an SEC-registered investment adviser organized as an LLC that runs portfolio management for pooled investment vehicles. The firm is structured and operated as a hedge fund manager serving institutional clients and charges a combination of asset-based and performance fees, which aligns compensation with active management outcomes. SMP does not position itself as an ESG investor and is not registered as a multi-state adviser. Investment activity centers on equity exposure, with a clear preference for non-exchange traded equities as a primary holding type. The firm runs at least one pooled hedge fund vehicle that accounts for a substantial share of its reported assets. SMP also uses third-party alternative managers in at least commodities strategies, indicating a willingness to extend beyond traditional long-only equity allocations where they see opportunity.
Assets & Accounts
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
- Non-Exchange Traded Equities77%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- US Government Bonds6%
- Private Funds2%
Owners & executives
1 of 1
Anne Arnold
Chief Compliance OfficerCRD 725222
Contacts
1 of 1Lawrence Goldstein
PresidentCRD 224585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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