Investment adviser · CRD 172273
SMARTLEAF ASSET MANAGEMENT LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $6.85B Form ADV · Item 5.F
- Client accounts
- 18,475 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 25 | $6,851,569,715 | 100.0% |
| Other clients | Fewer than 5 | $104,789 | 0.0% |
Filing source
Form ADV 2076743 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
ONE BOWDOIN SQUARE, SUITE 1000, 10TH FLOORBOSTON, MA, 02114, United States
CRD 172273
Filing source
Form ADV 2076743 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.