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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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