The SMI ADVISORY SERVICES, LLC is a privately held investment adviser that advises $1.82Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. SMI ADVISORY SERVICES, LLC 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 199.42% over the last 5-years.
The Group has been registered with the SEC for 20.72 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4400 RAY BOLL BLVD., COLUMBUS, INDIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 11 investment and 0 non-investment staff. The total number of Employees increased by 120% over the last 5-years.
Their $1.82Bn in assets advised are owned by 0 private funds, 5 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $1.09Bn or 60.18% of Total Assets and Individuals own $723mn or 39.82% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 67.85% and 32.15% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SMI ADVISORY SERVICES, 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.