# Smartleaf Asset Management

Smartleaf Asset Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/smartleaf-asset-management

## Regulatory record

- **CRD number:** 172273
- **SEC file number:** 801-80910
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172273

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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