RIA Intel›Advisers›Massachusetts›SMARTSTREET INVESTMENTS LLC

SMARTSTREET INVESTMENTS LLC

Advisory

MA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MA

#1,468

of 1,590 advisers by AUM

Average account

$708K

across 11 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

GARCH CAPITAL LLC

$8M

NORMANDIE CAPITAL MANAGEMENT LLC

$8M

PIONEER FINANCIAL, INC.

SOUTH HADLEY, MA

$8M

PRUDENT GROWTH INVESTMENTS LLC

$8M

CHARLES JOSEPH CONSENTINO, III

$8M

SPRING CREEK INVESTMENT ADVISORS, INC.

NEWTONVILLE, MA

$8M

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