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Smith Asset Management Group LP

● SEC registered since 1995CRD 106301SEC# 801-50835Dallas, TX
Export (members)
Reg. AUM
$133.7M
Employees
13
Accounts
2
Location
Dallas, TX

Smith Asset Management Group LP assets under management

Smith Asset Management Group LP is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 1995. It reports $133.7 million in regulatory assets under management and employs 13 people.

Smith Asset Management Group LP owners & executives

7 reported
NameTitleOwnershipSince
Dallas Advisors, LLC ControlGeneral PartnerUnder 5%2008
John David Brim ControlChief Investment Officer, President, CcoUnder 5%1998
Smith Group Employee Partners I, LLCLimited Partner25-50%2008
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Frequently asked questions

How much does Smith Asset Management Group LP manage?

Smith Asset Management Group LP reports $133.7 million in regulatory assets under management on its Form ADV.

How many employees does Smith Asset Management Group LP have?

Smith Asset Management Group LP reports 13 employees.

Where is Smith Asset Management Group LP located?

Smith Asset Management Group LP is based in Dallas, TX and has been SEC-registered since 1995.

Does Smith Asset Management Group LP disclose fund performance?

Smith Asset Management Group LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Crescent Court, Suite 1150, Dallas, TX 75201
Phone214-880-4600
Fax214-880-4640
Office hours8a.m.-5p.m. Cst
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.7M
Non-discretionary$0
Total (RAUM)$133.7M