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| Happy Holidays!! thanks for using AUM13F!! |
| Smith Capital Investors LLC
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| CRD # | 294402 |
| SEC # | 801-113172 |
| CIK # | |
| AUM | $12.4 B (2025-05-12) |
| Employees | 27 (44% Investors, 44% Brokers) |
| Phone | 303-597-5555 |
| Address | 1430 Blake Street Denver, CO 80202-1316 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 12.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 12.4 |
| By Discretionary | ||
| Discretionary | 3 | 12.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 12.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.4 | |
| Total | 3 | 12.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pugh Capital Management Inc
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|
WA | 13.1 |
|
Nomura Asset Management Singapore Limited
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|
13.0 | |
|
Mirova US LLC
✚
|
MA | 12.9 |
|
Federated Equity Management Company of Pennsylvania
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|
PA | 12.8 |
|
Eldridge Structured Credit Advisers LLC
✚
|
NY | 12.7 |
|
Ausbil Investment Management Limited
✚
|
12.6 | |
|
Silverbay Capital Management LLC
✚
|
NY | 12.3 |
|
Duff & Phelps Investment Management Co
✚
|
IL | 12.2 |
|
Honeywell Capital Management LLC
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|
NJ | 12.2 |
|
Devenir Investment Advisors LLC
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|
MN | 12.0 |