SMARTLEAF ASSET MANAGEMENT LLC
CRD #172273 SEC #801-80910 BOSTON, MA 857-366-9340
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
15
Clients
--
Accounts
12,408
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| MICHAEL, GERARD, ALEXANDER | I | MANAGING MEMBER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEUSS, DIANA, W | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
| SMARTLEAF INC | DE | MANAGING MEMBER, PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | D | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
| MICHAEL, GERARD, ALEXANDER | I | SMARTLEAF INC | C | Control |
Registrations
Federal
IA
Jun 26, 2025 REGISTERED
Notice Filings (4)
MA NY PA TX
Address
ONE BOWDOIN SQUARESUITE 1000, 10TH FLOOR
BOSTON, MA 02114
United States
Phone: 857-366-9340