| Name | Title | Ownership | Since |
|---|---|---|---|
| Smartadvisor Holdings Inc. Control | Managing Member | Over 75% | 2021 |
| Valentina Maria Olazabal Delgado Control | Chief Compliance Officer | Under 5% | 2022 |
| Francisco Sosa Del Valle Control | Limited Partner | 25-50% | 2021 |
Smartadvisor LLC reports $20.2 million in regulatory assets under management on its Form ADV.
Smartadvisor LLC reports 11 employees.
Smartadvisor LLC is based in San Francisco, CA and has been SEC-registered since 2022.
Smartadvisor LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 Spear Street, Suite 1100, San Francisco, CA 94105 |
| Phone | + 1 510 738 3310 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $20.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $20.2M |