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DONALD SMITH & CO., INC.
CRD 104947File 801-10798
APPROVED
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.60B
Top 25% of cohort (national)
Discretionary AUM
$5.60B
Clients
22
33 accounts
Employees
11
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 29, 1975
- Principal office
- 152 W. 57TH STREET, 29TH FLOOR, NEW YORK, NY, 10019
- Phone
- 212-284-0990
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.60B
- Discretionary AUM
- $5.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $254.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $349.2M |
| Insurance companies | 1 | $198.4M |
| Investment companies | 1 | $1.25B |
| Charitable organizations | 8 | $395.3M |
| Pooled investment vehicles | 6 | $1.83B |
| Pension and profit sharing plans | 1 | $96.0M |
| State or municipal government entities | 3 | $1.48B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 19 | 22 | increased by3 |
| Apr 1, 2026 | AUM | $4,264,736,260 | $5,604,651,687 | increased by$1,339,915,427 |
| Apr 1, 2026 | Accounts | 26 | 33 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 19 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,872,116,831 | $4,264,736,260 | increased by$1,392,619,429 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 26 | increased by2 |
| Apr 1, 2022 | Clients | 17 | 16 | decreased by1 |
| Apr 1, 2022 | AUM | $2,646,551,438 | $2,872,116,831 | increased by$225,565,393 |
| Apr 1, 2022 | Accounts | 26 | 24 | decreased by2 |
| May 1, 2021 | Clients | 16 | 17 | increased by1 |
| May 1, 2021 | AUM | $2,374,166,439 | $2,646,551,438 | increased by$272,384,999 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DONALD SMITH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DONALD SMITH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.