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Smartleaf Asset Management
SMARTLEAF ASSET MANAGEMENT LLC is an SEC-registered investment adviser in Boston, MA, registered since 2015. The firm manages approximately $6.9 billion in...
Smartleaf Asset Management
SMARTLEAF ASSET MANAGEMENT LLC is an SEC-registered investment adviser in Boston, MA, registered since 2015. The firm manages approximately $6.9 billion in assets. It has 18 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Smartleaf Asset Management's primary investment strategy?
Smartleaf uses direct indexing—holding individual stocks that track a benchmark like the S&P 500—combined with tax-loss harvesting at the individual account level. The goal is to reduce current capital gains taxes and improve after-tax returns compared to owning a traditional ETF or mutual fund. The firm also sells its tax-optimization platform to other registered investment advisors.
Does Smartleaf manage hedge funds or private equity?
No. Smartleaf focuses exclusively on public equities for taxable accounts. The firm does not have a hedge fund or private equity practice. Its mandate is long-only equity exposure with tax management.
How does Smartleaf's software licensing work?
Smartleaf licenses its tax-optimization platform to other RIAs and wealth managers, who then use it to manage their own clients' portfolios. This creates a second revenue stream for Smartleaf and allows the firm's technology to reach a larger market. The platform integrates with broker-custodians to execute trades.
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