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SMARTLEAF ASSET MANAGEMENT LLC
CRD 172273File 801-80910
APPROVED
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.85B
Top 25% of cohort (national)
Discretionary AUM
$6.85B
Clients
25
18,475 accounts
Employees
18
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 17, 2015
- Principal office
- ONE BOWDOIN SQUARE, SUITE 1000, 10TH FLOOR, BOSTON, MA, 02114
- Phone
- 857-366-9340
- Website
- HTTP://WWW.SMARTLEAFAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.85B
- Discretionary AUM
- $6.85B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 18,475
- Non-discretionary accounts
- 0
- Total accounts
- 18,475
- AUM per client
- $274.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 25 | $6.85B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 26 | 25 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.