DONALD SMITH, L.P.

152 West 57th Street, 22nd Floor
New York, New York 10019
Tel: 212-284-0990

About DONALD SMITH, L.P.

DONALD SMITH, LP, formally registered with the SEC as DONALD SMITH, LP. The firm was established in 11/21/2016. They have over 1 offices throughout the country.

DONALD SMITH, L.P. is a New York, New York based Financial Planning firm with nearly $188,829,033 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285701
SEC#	801-108718
Assets Managed by Firm	$188,829,033
No. of Clients	2
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$188,829,033

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