Stephen Spencer Smith
Ceo, Chairman Of Investment CommitteeSmith Group Asset Management, LLCCRD 2669311
About Stephen Spencer Smith
Stephen Spencer Smith is listed as Ceo, Chairman Of Investment Committee at Smith Group Asset Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Stephen Spencer Smith is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Smith Group Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Stephen Spencer Smith work?
Stephen Spencer Smith is listed as Ceo, Chairman Of Investment Committee at Smith Group Asset Management, LLC on SEC Form ADV.
How much of Smith Group Asset Management, LLC does Stephen Spencer Smith own?
Form ADV reports a beneficial ownership band of Under 5%.
Smith Group Asset Management, LLC
| Title | Ceo, Chairman Of Investment Committee |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Smith Asset Management Group LP
| Title | Ceo, Founder, Chairman Of Investment Committee |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1995 |
Smith Group Asset Management, LLC
| Title | Limited Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2008 |
Smith Asset Management Group LP
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2006 |
Smith Asset Management Group LP
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2003 |