SMITH ASSET MANAGEMENT GROUP LP of DALLAS, TX is an SEC-registered investment adviser (CRD 106301). Regulatory assets under management: $182.2M.
Compensation: % of AUM.
Clients served: Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Rose Marie Washington | LIMITED PARTNER | Oklahoma City, OK |
| Stephen Spencer Smith | CEO, FOUNDER, CHAIRMAN OF INVESTMENT COMMITTEE; MANAGING MEMBER | Dallas, TX |
| John David Brim | CHIEF INVESTMENT OFFICER, PRESIDENT, CCO | Dallas, TX |
| SMITH STEPHEN SPENCER | CEO, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER; CEO, FOUNDER, CHAIRMAN OF INVESTMENT COMMITTEE; LIMITED PARTNER (+1 more) | — |
| BRIM JOHN DAVID | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ FINANCIAL/OPERATIONS OFFICER, PORTFOLIO MANAGER; CHIEF FINANCIAL/OPERATIONS OFFICER, PORTFOLIO MANAGER (+5 more) | — |
| ESTESS BLAKE HENRY | CHIEF COMPLIANCE OFFICER | — |
| SUMMERS STEPHEN JOHN | LIMITED PARTNER; LIMITED PARTNER, CHIEF FINANCIAL OFFICER | — |
| HICKS THOMAS OLLIS | LIMITED PARTNER | — |
| WILLIAMS PATRICIA JEAN | COMPLIANCE OFFICER | — |
| BRIM JOHN | LIMITED PARTNER, CHIEF OPERATIONS OFFICER, PORTFOLIO MANAGER | — |
| NEUMANN LUCINDA | CCO; PRESIDENT, CCO; PRESIDENT, CFO, CCO | — |