Smith, Frank & Partners Overview

  • Founded
  • 1999
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Smith, Frank & Partners General Information


Provider of multi-discipline financial services. The company's services include financial planning, investment management, risk management which are strategically designed to complement one another allowing to provide a wide range of services and to analyze and implement the goals of its clients and maximize the effectiveness of their financial plans.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Insurance Brokers
Other Capital Markets/Institutions
Parent Company
Primary Office
  • One Lincoln Centre
  • 5400 LBJ Freeway Suite 1250
  • Dallas, TX 75240
  • United States
+1 (972) 000-0000
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Smith, Frank & Partners Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Smith, Frank & Partners Executive Team (2)

Name Title Board Seat Contact Info
Randall Smith Co-Founder & Principal
Ted Frank Co-Founder
To view Smith, Frank & Partners’s complete executive team members history, request access »