Overview
Assets Under Management: $4.0 billion
Headquarters: NEW YORK, NY
Frequently Asked Questions
DONALD SMITH & CO., INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104947), DONALD SMITH & CO., INC. is subject to fiduciary duty under federal law.
DONALD SMITH & CO., INC. is headquartered in NEW YORK, NY.
According to their SEC Form ADV, DONALD SMITH & CO., INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
DONALD SMITH & CO., INC. manages $4.0 billion in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, DONALD SMITH & CO., INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 25
Discretionary Accounts: 25
Regulatory Filings
CRD Number: 104947
Filing ID: 1847808
Last Filing Date: 2024-03-19 13:15:00