| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Wilson Davis | Member | 10-25% | 2024 |
| Jesse Andrew Yorio | Chief Compliance Officer And Member | 10-25% | 2025 |
| Philip Mark Harris Control | Managing Member, Chief Investment Officer, And Chief Executive Officer | 50-75% | 2024 |
Sma Capital LLC reports $314.4 million in regulatory assets under management on its Form ADV.
Sma Capital LLC reports 8 employees.
Sma Capital LLC is based in Stamford, CT and has been SEC-registered since 2025.
Sma Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 243 Tresser Blvd, 17th Floor, Stark Office Suites, Stamford, CT 06901 |
| Phone | (860) 839-0074 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $314.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $314.4M |