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Smart Portfolio LLC

CRD 324633SEC# 801-127212Sacramento, CA
Export (members)
No longer SEC-registered. Smart Portfolio LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$35M
Employees
2
Accounts
60
Location
Sacramento, CA

Smart Portfolio LLC assets under management

Smart Portfolio LLC is an investment advisory firm registered with the SEC based in Sacramento, CA. It reports $35 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Smart Portfolio LLC owners & executives

1 reported
NameTitleOwnershipSince
Aleksandr Revmirovich Dyo ControlManager And CcoOver 75%2022

Frequently asked questions

How much does Smart Portfolio LLC manage?

Smart Portfolio LLC reports $35 million in regulatory assets under management on its Form ADV.

How many employees does Smart Portfolio LLC have?

Smart Portfolio LLC reports 2 employees.

Where is Smart Portfolio LLC located?

Smart Portfolio LLC is based in Sacramento, CA.

Does Smart Portfolio LLC disclose fund performance?

Smart Portfolio LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2108 N. St., Suite N, Sacramento, CA 95816
Office hours8:30 a.m. - 5:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$35M
Non-discretionary$0
Total (RAUM)$35M