# Smith Lamont Charles

Smith Lamont Charles of DENVER, CO appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 23 filing roles across Form ADV (22), Form D (1).

## Filings (23)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD](https://search.stillhousedata.com/firm/113463) | DIRECTOR, MANAGING DIRECTOR, GLOBAL HEAD OF FUNDS & ALTERNATIVE SOLUTIONS | LONDON (ENGLAND) |
| — | Form ADV | [EQUITIX INVESTMENT MANAGEMENT LIMITED](https://search.stillhousedata.com/firm/293853) | CHIEF FINANCIAL OFFICER | LONDON |
| — | Form ADV | [PRENTISS SMITH & COMPANY, INC.](https://search.stillhousedata.com/firm/110928) | DIRECTOR/TREASURER/OWNER | BRATTLEBORO, VT |
| — | Form ADV | [DELTA ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/113688) | SHAREHOLDER | MEMPHIS, TN |
| — | Form ADV | [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | DIRECTOR | MERIDEN, CT |
| — | Form ADV | [CHAS. P. SMITH & ASSOCIATES, PA, CPA'S](https://search.stillhousedata.com/firm/104914) | PRESIDENT/TREASURER/DIRECTOR | LAKELAND, FL |
| — | Form ADV | [FUNDX INVESTMENT GROUP, LLC](https://search.stillhousedata.com/firm/109194) | MANAGING PARTNER | SAN FRANCISCO, CA |
| — | Form ADV | [WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/109074) | TREASURER | APPLETON, WI |
| — | Form ADV | [RICH INVESTMENTS INC](https://search.stillhousedata.com/firm/111125) | EXECUTIVE VICE-PRESIDENT | YORK, PA |
| — | Form ADV | [SPERO-SMITH INVESTMENT ADVISERS, INC.](https://search.stillhousedata.com/firm/105428) | PRESIDENT/CHIEF INVESTMENT OFFICER | CLEVELAND, OH |
| — | Form ADV | [DOWNTOWN ASSOCIATES, L.L.C.](https://search.stillhousedata.com/firm/136111) | DIRECTOR OF INVESTMENTS/DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | KENNETT SQUARE, PA |
| — | Form ADV | [WELLESLEY INVESTMENT PARTNERS, LLC](https://search.stillhousedata.com/firm/144984) | CHIEF COMPLIANCE OFFICER | WELLESLEY, MA |
| — | Form ADV | [CENTENNIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/132559) | MEMBER BOARD OF MANAGERS/INDIRECT OWNER | MEMPHIS, TN |
| — | Form ADV | [GEM GLOBAL EQUITIES MANAGEMENT S.A.](https://search.stillhousedata.com/firm/139284) | HEAD OF TRADING | NASSAU |
| — | Form ADV | [MERITAGE CAPITAL, LLC](https://search.stillhousedata.com/firm/129257) | MEMBER | AUSTIN, TX |
| — | Form ADV | [MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD](https://search.stillhousedata.com/firm/110428) | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| — | Form ADV | [INDEXEDGE INVESTMENT CONSULTING, L.L.C.](https://search.stillhousedata.com/firm/135417) | PRESIDENT | NEW ORLEANS, LA |
| — | Form ADV | [FUNDSMITH PARTNERS U.S. LLC](https://search.stillhousedata.com/firm/277143) | PARTNER | NEW CANAAN, CT |
| — | Form ADV | [FUNDSMITH, LLP](https://search.stillhousedata.com/firm/160365) | PARTNER AND CHIEF EXECUTIVE OFFICER | LONDON |
| — | Form ADV | [CDR CAPITAL LTD](https://search.stillhousedata.com/firm/305654) | SHAREHOLDER | LONDON, LONDON |
| — | Form ADV | [FUNDSMITH INVESTMENT SERVICES LIMITED](https://search.stillhousedata.com/firm/310498) | DIRECTOR - CHIEF EXECUTIVE OFFICER | BEAUX SONGES |
| — | Form ADV | [EQUITIX INVESTMENTS NORTH AMERICA L.P.](https://search.stillhousedata.com/firm/313007) | DEPUTY CHIEF EXECUTIVE OFFICER | MIAMI, FL |
| 2024-08-13 | Form D | [ICON1 SPORTZ MANAGEMENT, INC.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2015748&type=&dateb=&owner=include&count=40) | Director | DENVER, CO |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.