DONALD SMITH, L.P.
Adviser information for DONALD SMITH, L.P. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $188.8M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $188.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $188.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
152 WEST 57TH STREET, 22ND FLOORNEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 212-284-0990, Fax: 212-284-0998
Chief Compliance Officer
ANN CIANFRONE
CHIEF OPERATING OFFICER
152 WEST 57TH STREET, 22ND FLOOR
NEW YORK
NY
United States
Tel:
(212) 284-0993
Fax:
(212) 284-0998
A*********@*******************M
(Full email address available in API data)
Industry Affiliates
| DONALD SMITH & CO., INC. | Other investment adviser, including financial planners |
| DONALD SMITH, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CIANFRONE, ANN, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | 01/2013 | 5-10% |
| GREENBERG, RICHARD, LAWRENCE | Individual | – | PRINCIPAL, GENERAL PARTNER, CO-CIO | 12/2009 | 25-50% |
| SHAH, KAMAL | Individual | – | PRINCIPAL, MACRO ANALYST & TRADER | 12/2009 | 25-50% |
| HARTSEL, JON, EDWARD | Individual | – | PRINCIPAL, CO-CIO, DIRECTOR OF RESEARCH | 12/2009 | 10-25% |
| PIERMONT, JOHN, DAVID | Individual | – | RESEARCH ANALYST | 01/2014 | 5-10% |
| PARK, JANE JIYOUNG | Individual | – | DIRECTOR OF CLIENT RELATIONS & BUSINESS DEVELOPMENT | 01/2015 | 5-10% |
| PUTNAM, JEFFREY, ELIOT | Individual | – | RESEARCH ANALYST | 08/2017 | 5-10% |
| DONALD SMITH, LLC | Domestic Entity | – | GENERAL PARTNER | 10/2019 | < 5% |