RIA · CRD 313679SEC-Registered

Updated:

SMITHBROOK, LLC

Smithbrook, LLC is an SEC-registered investment adviser in Bend, OR. The firm manages $91 million in assets, $90 million on a discretionary basis.

SMITHBROOK, LLC

Smithbrook, LLC is an SEC-registered investment adviser in Bend, OR. The firm manages $91 million in assets, $90 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who are the principals or operators behind SMITHBROOK, LLC?

No named principals are publicly associated with SMITHBROOK, LLC. The firm's ownership structure and management team are not disclosed in any public filings, press releases, or media reports. This level of anonymity is unusual even for private family offices.

What is the investment strategy of SMITHBROOK, LLC?

No investment strategy — including asset classes, target stages, or geographic focus — has been publicly attributed to SMITHBROOK, LLC. The firm has not surfaced in any known deal databases, co-investment pools, or regulatory filings that would indicate an active allocation posture.

Is SMITHBROOK, LLC a single family office or multi-family office?

Without public disclosures, it is impossible to determine the firm's structure. The name and LLC status are consistent with a single-family office serving one family, but no evidence supports this classification definitively. The entity has not registered as an investment advisor under the Investment Advisers Act.

Where does the underlying wealth of SMITHBROOK, LLC originate?

The wealth origin is not publicly disclosed. No family surname, business legacy, or industry link has been attached to SMITHBROOK, LLC in any source. This is a gap that would require the firm's voluntary disclosure to fill.

Does SMITHBROOK, LLC have any philanthropic structures or public grants?

There are no known philanthropic arms or grant-making entities publicly linked to SMITHBROOK, LLC. No foundations, donor-advised funds, or charitable trusts using the SMITHBROOK name have been identified in public records.

Profile maintained by 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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