Smartleaf Asset Management LLC
Smartleaf Asset Management LLC (SAM) is a registered investment adviser based in Boston, Massachusetts, founded in 2014. SAM is a fully owned subsidiary of Smartleaf, Inc., operating as an asset manager that leverages Smartleaf’s proprietary automated software platform to deliver customized, tax-optimized, index-based portfolios at scale. The firm automates unified managed account (UMA) rebalancing and trade execution services, serving other investment advisers and institutions looking to provide their clients with personalized, tax-efficient investing solutions. SAM has approximately 15 employees.
Investment Strategy
Smartleaf Asset Management LLC specializes in delivering automated, tax-optimized, direct index portfolios designed to provide index-like returns with enhanced after-tax results. The firm utilizes its proprietary rebalancing workflow platform to automate portfolio management, supporting customization for socially responsible investing and active tax management. SAM manages unified managed accounts (UMAs) for institutional clients, focusing on index-tracking portfolios that can be customized for client-specific values, risk profiles, and tax circumstances.
Top Holdings
Equity Positions (2,674)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.24% | $36.7M | 232,796 | $99.77 | $157.99 | +$9.2M |
M MSFT | MICROSOFT CORP | 3.07% | $34.8M | 70,216 | $413.31 | $497.41 | +$5.0M |
A AAPL | APPLE INC | 2.56% | $29.1M | 144,550 | $211.47 | $205.17 | -$7.2M |
M MGV | VANGUARD WORLD FD | 2.40% | $27.3M | 207,742 | $109.91 | $131.20 | +$1.1M |
A AMZN | AMAZON COM INC | 1.62% | $18.4M | 82,442 | $184.83 | $219.39 | +$593.7K |