Smartharvest Portfolios LLC
● SEC registered since 2025CRD 334260SEC# 801-131762
Reg. AUM
$348.1M
Employees
1
Accounts
255
Location
—
Smartharvest Portfolios LLC assets under management
Smartharvest Portfolios LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $348.1 million in regulatory assets under management and employs 1 people.
Smartharvest Portfolios LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Jacob Lunde Control | Managing Member And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Smartharvest Portfolios LLC manage?
Smartharvest Portfolios LLC reports $348.1 million in regulatory assets under management on its Form ADV.
How many employees does Smartharvest Portfolios LLC have?
Smartharvest Portfolios LLC reports 1 employees.
Does Smartharvest Portfolios LLC disclose fund performance?
Smartharvest Portfolios LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 206-841-9944 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$348.1M▲ 105%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$348.1Mregulatory AUM
Discretionary $348.1M