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SMITH WHILEY & CO
860-548-2513
SEC #801-46772Total AUM
$52.6M
Employees
7Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30 TO 5:30
Monday - Friday
Monday - Friday
Phone
860-548-2513
Financials
Total AUM
$52.6M
Accounts
3Discretionary
$52.6M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
GP RECEIVES CARRIED INTEREST, A TYPE OF PERFORMANCE BASED RETURN
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.