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SMARTLEAF ASSET MANAGEMENT LLC

Business and Investment Profile

The SMARTLEAF ASSET MANAGEMENT LLC is a privately held investment adviser that advises $6.85Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SMARTLEAF ASSET MANAGEMENT LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 5,224.82% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at ONE BOWDOIN SQUARE SUITE 1000, 10TH FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 18 employees comprised of 4 investment and 14 non-investment staff. The total number of Employees increased by 100% over the last 5-years.

Asset Profile

Their $6.85Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 25 other accounts. Assets of Other Investment Advisers clients total $6.85Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Other Investment Advisers.

Service Provider Profile

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.

Fee Profile

The Group discloses management fees.

Sub-Advisers

SMARTLEAF ASSET MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SMARTLEAF ASSET MANAGEMENT LLC

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Keywords: Smartleaf Asset Management, Smartleaf
Generated 2026-09-12T06:48:13.3963818.  © 2026 Convergence.