SMARTSTREET INVESTMENTS

SMARTSTREET INVESTMENTS is an SEC-registered investment adviser (CRD 317972). Regulatory assets under management: $7.8M.

Registration

• CRD: 317972
• Type: Registered investment adviser
• Phone: 617-223-1593
• Latest filing: 2026-03-31
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.8M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search