Donald Smith, L.P.

RIASEC RegisteredEst. 2016

Total AUM

$256M

Discretionary

$256M

100% of AUM

Avg account

$128M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 285701
Registered since: November 21, 2016
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Donald Smith, L.P. is a limited partnership operating as an institutional registered investment adviser since 2016. The firm serves institutional clients and positions itself as an active manager of pooled vehicles rather than a broad capital allocator to outside managers. Its reported business activities identify it as a CPO/CTA, and its advisory mandate is portfolio management for pooled investment vehicles; the firm also has roles as sponsor, general partner or managing member of such vehicles. Compensation is a combination of a percentage-of-assets fee and performance-based fees, and the firm does not identify as an ESG investor.

Assets & Accounts

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4

Kamal Shah
Macro AnalystCRD 3120760
Ann Cianfrone
Chief Operating Officer & Chief Compliance OfficerCRD 6176985
Richard Greenberg
Chief Executive Officer and Co-Chief Investment OfficerCRD 4878855