DONALD SMITH, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $256.0M |
| Discretionary | $256.0M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $128.0M |
| Employees | 11 |
| Peak AUM | $440.9MNov 2016 |
| AUM CAGR | -5.7% /yrover 9 yrs · 15 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $256M | +18.9% | +33.4% | 5.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $256.0M |
| Discretionary | $256.0M |
| Employees | 11 |
| Client Accounts | 2 |
Contact & Location
Address
152 WEST 57TH STREET, 29TH FLOOR
NEW YORK NY 10019
Phone
212-284-0990
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$256M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Investment AdviserLaw Firm