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SMITH & CO ADVISORY LLC
Smith & Co Advisory LLC is a US multi-family office and RIA providing investment advisory and capital management for wealthy families.
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 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
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.
Is Smith & Co Advisory a single family office or a multi-family office?
Smith & Co Advisory LLC is structured as a multi-family office serving multiple wealthy families. It operates as an SEC-registered investment adviser, a designation that typically applies to firms managing assets for more than one client.
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.
Where does the underlying wealth come from that Smith & Co Advisory manages?
The wealth origin for Smith & Co Advisory's client families is not publicly disclosed. The firm does not market its client backgrounds or the sources of their capital.
Does Smith & Co Advisory maintain a philanthropic foundation?
There is no public record of a philanthropic foundation associated with Smith & Co Advisory. The firm does not market any charitable vehicles.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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