The SMART MONEY GROUP is a privately held investment adviser that advises $424.3mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SMART MONEY GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 115.97% over the last 5-years.
The Group has been registered with the SEC for 10.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 106 SOUTH SEAMAN, EASTLAND, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 9 investment and 15 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $424.3mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 14 other accounts. Assets of Investment Companies (IC) clients own $197.45mn or 46.54% of Total Assets and High Net Worth Individuals own $181.69mn or 42.82% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SMART MONEY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.