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Sheets Smith Investment Management, LLC

CRD 293992SEC# 801-112973Houston, TX
Export (members)
No longer SEC-registered. Sheets Smith Investment Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$129.7M
Employees
3
Accounts
255
Location
Houston, TX

Sheets Smith Investment Management, LLC assets under management

Sheets Smith Investment Management, LLC is an SEC-registered investment adviser based in Houston, TX. It reports $129.7 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Sheets Smith Investment Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Gregory Cornell Bowden ControlManaging Director/Chief Compliance Officer/Sr. Portfolio ManagerUnder 5%2020
Pvg Asset Management CorpShareholder10-25%2025
Sheets Smith Wealth ManagementRelated Advisor25-50%2015
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Frequently asked questions

How much does Sheets Smith Investment Management, LLC manage?

Sheets Smith Investment Management, LLC reports $129.7 million in regulatory assets under management on its Form ADV.

How many employees does Sheets Smith Investment Management, LLC have?

Sheets Smith Investment Management, LLC reports 3 employees.

Where is Sheets Smith Investment Management, LLC located?

Sheets Smith Investment Management, LLC is based in Houston, TX.

Does Sheets Smith Investment Management, LLC disclose fund performance?

Sheets Smith Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5600 NW Central Drive, Suite 221, Houston, TX 77092
Office hours8:30 - 5:00
Discloses disciplinary historyNo

Assets under management

Discretionary$129.7M
Non-discretionary$0
Total (RAUM)$129.7M