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Smith Equity Partners Overview
Type
Multi Family Office
General Information
Smith Equity Partners is a multi-family office headquartered in Indianapolis. The firm provides investment management, wealth planning, and advisory services to a select group of families, focusing on preserving and growing multi-generational wealth. Smith Equity Partners collaborates with clients to structure tailored portfolios across public and private markets—offers strategic guidance and access to alternative investments while maintaining a disciplined approach to risk management and capital preservation.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Indianapolis, United States
Portfolio & Notable Allocations
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