Smartleaf Asset Management Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2014

Year Founded

  • Professionals
  • 4

Professionals

  • AUM

Smartleaf Asset Management General Information

Description

Smartleaf Asset Management is an investment advisory firm based in Boston, Massachusetts. Established in 2014, the firm provides advisory services such as sub-advisory portfolio management services that leverage the scale, customization, and tax management capabilities of the portfolio management system developed by Smartleaf and Direct Index ('Core') Models. The assets of the firm are governed by the executive management team.

Contact Information

Website
www.smartleafam.com
Year Founded
2014
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Chief Investment Officer
Email
Phone
Corporate Office
  • One Bowdoin Square
  • 10th Floor
  • Boston, MA 02114
  • United States
+1 (857)

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Smartleaf Asset Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Smartleaf Asset Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Smartleaf Asset Management Team (7)

Name Title Office
Gerard Michael President Boston, MA
Diana Neuss Chief Compliance Officer Boston, MA
Stefan Mitropolitsky Chief Investment Officer Boston, MA
Dan Ritter Chief Security Officer Boston, MA
Ben Cutrell Investment Officer Boston, MA
You’re viewing 5 of 7 team members. Get the full list »

Smartleaf Asset Management FAQs

  • When was Smartleaf Asset Management founded?

    Smartleaf Asset Management was founded in 2014.

  • Where is Smartleaf Asset Management headquartered?

    Smartleaf Asset Management is headquartered in Boston, MA.

  • How many Assets Under Management (AUM) does Smartleaf Asset Management have?

    Smartleaf Asset Management has in assets under management.

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