SMARTLEAF ASSET MANAGEMENT LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 172273
- Registered since
- February 17, 2015
- Website
- www.smartleafam.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Smartleaf Asset Management LLC is an SEC‑registered investment adviser formed in 2015 and organized as an LLC. The firm serves institutional clients and advertises portfolio management for businesses and institutions. It charges fees based on a percentage of assets under management and reports itself as an active ESG investor. The adviser is structured as a domestic entity with individual ownership and does not identify as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2DIANA NEUSS
Chief Compliance OfficerCRD 4085811
Stefan Mitropolitsky
Chief Investment OfficerCRD 6584882
Contacts
3 of 7NATHANIEL DAVIS
Portfolio ManagementCRD 6215170
KEVIN HILSMIER
Overlay ManagerCRD 2016854
Wei Zhang
Investment OfficerCRD 6577920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,041Active vs passive
$1.9B in ETFs
51%
$987M
44%
$934M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $129M | 1,865,705 | 6.69% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Bowdoin Sq
- Time zone
- ET (UTC-5)
- Office locations
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