Updated:
Smith W B & Co Inc
SMITH W B & CO INC is an SEC-registered investment adviser in MANCHESTER, MA, registered since 1987.
Smith W B & Co Inc
SMITH W B & CO INC is an SEC-registered investment adviser in MANCHESTER, MA, registered since 1987. The firm manages approximately $324 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1937
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Manchester
Corporate office
Portland, Oregon, United States
Principals
William B. Smith
Founder
John H. Smith
President
Sector focus
Frequently asked questions
Who leads investment decisions at Smith W B & Co Inc?
The firm is led by John H. Smith as President, with founding lineage dating back to William B. Smith in 1937. Specific investment committee members or CIO roles are not publicly disclosed.
How does Smith W B & Co Inc source deals?
The firm relies on long-standing relationships and direct sourcing, typical of a private asset manager. No proprietary sourcing model or co-investment network is publicly documented.
What investment stages does the firm target?
Smith W B & Co Inc focuses on direct investments and co-investments, with an emphasis on long-term holdings. It does not publicly specify growth-stage or vintages.
Does the firm have any philanthropic structures?
There is no public evidence of a formal foundation or philanthropic arm associated with Smith W B & Co Inc.
Is Smith W B & Co Inc a family office?
No, the firm is structured as an asset manager, not a single-family or multi-family office. It does not publicly disclose whether it manages capital for external clients or exclusively for a family.
Where does the capital managed by Smith W B & Co Inc come from?
The origin of capital is not publicly disclosed. The firm's private status means it may include internal family wealth, institutional capital, or both.
What sectors does the firm explicitly avoid?
No explicit sector exclusions are publicly stated. Based on disclosed activity, the firm does not appear to invest in venture capital, public equities, or technology startups.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: