Donald Smith, L.P.

RIASEC Registered
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$128M
Accounts
2
Employees
11
Advisory reps
7

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth