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SMITH & CO ADVISORY LLC
SMITH & CO ADVISORY LLC is an SEC-registered investment adviser in SPRING HILL, TN, registered since 2024. The firm manages $118 million in assets, $115...
Overview
SMITH & CO ADVISORY LLC is an SEC-registered investment adviser in SPRING HILL, TN, registered since 2024. The firm manages $118 million in assets, $115 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Smith & Co Advisory?
The firm does not publicly disclose its investment committee or key principals. As a privately held RIA, its management structure is not available in public records or regulatory filings.
What investment strategies does Smith & Co Advisory pursue?
The firm focuses on direct co-investments alongside external general partners in private equity, real estate, and venture capital. It also allocates capital to hedge funds and private credit. All strategy details are inferred from the firm's RIA filings and public profile.
How does Smith & Co Advisory source proprietary deal flow?
The firm sources deals through its network of GP relationships and co-investment partnerships. Specific sourcing mechanisms are not publicly documented.
What is the firm's known posture on co-investments alongside external GPs?
Smith & Co Advisory emphasizes direct co-investments and is structured to negotiate collective terms for its client families. The firm acts as a co-investment aggregator, leveraging pooled capital from multiple families to access larger deals.
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