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| Smartleaf Asset Management LLC
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| |
|---|---|
| CRD # | 172273 |
| SEC # | 801-80910 |
| CIK # | 0002010393 |
| AUM | $2.7 BB (2024-03-29) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 857-366-9340 |
| Address | One Bowdoin Square Boston, MA 02114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0002010393 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 21.0 | |
| Microsoft Corp | 1,918,222.4 | 20.2 | |
| Nvidia Corp | 399,550.0 | 17.0 | |
| Amazon Com Inc | 1,092,997.8 | 9.6 | |
| Alphabet Inc | 1,475,138.5 | 6.9 | |
| Facebook Inc | 434,852.0 | 6.3 | |
| Alphabet Inc | 1,482,566.4 | 5.3 | |
| Lilly Eli & Co | 301,789.7 | 5.1 | |
| J P Morgan Chase & Co | 340,169.2 | 4.3 | |
| VISA Inc | 419,260.5 | 4.0 | |
| Broadcom Inc | 201,282.9 | 4.0 | |
| Johnson & Johnson | 465,600.2 | 3.9 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 9 | 2.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 10,798 | 2.7 |
| By Discretionary | ||
| Discretionary | 10,798 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,798 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 10,798 | 2.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010393] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fidelity Management & Research Japan Limited
✚
|
2.8 | |
|
Upfront Ventures Management LLC
✚
|
CA | 2.7 |
|
UBS Realty Investors LLC
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|
CT | 2.7 |
|
River Global Investors LLP
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|
2.7 | |
|
Commerce Investment Advisors Inc
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|
MO | 2.7 |
|
Integral ILS Ltd
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|
2.6 | |
|
Columbia CENT CLO Advisers LLC
✚
|
MA | 2.6 |
|
Enhanced PK Services LLC
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|
PR | 2.6 |
|
Clearbridge Investments North America PTY Limited
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|
2.6 | |
|
FS Fund Advisor LLC
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|
PA | 2.6 |