Feedback
Share
Link
Link copied!
Fund Codex
Smead Capital Management, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Smead Capital Management, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Seattle, Washington
$2.3 billion AUM
3 offices

Smead Capital Management, Inc. is based in Seattle, Washington and has $2.3 billion in assets under management.

Location
1001 Fourth Avenue
Suite 4305
Seattle, WA 98154
$2.3 billion
AUM
15
Employees
AUM Share
Link
Link copied!
Back to Top
$2,304,501,612
Assets under management
329 clients
Number of clients
Average investment size is $7,004,564
6% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 18 $9,219,396 0% $512,189
High net worth individuals 274 $446,573,043 19% $1,629,829
Investment companies 2 $1,419,370,781 62% $709,685,390
Pooled investment vehicles 3 $105,868,254 5% $35,289,418
Other corporations or businesses 32 $323,470,138 14% $10,108,442
Employees Share
Link
Link copied!
Back to Top
15
Employees
3
Investment analysts
20% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$2,304,501,612
Assets under management
$153,633,441
AUM per employee
$768,167,204
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Smead Capital Management, Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

Smead Capital Management, Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
Link
Link copied!
CRD number 143,567
SEC number 801-67839
Legal structure Corporation
Legal governance Washington, United States
Latest ADV filing date March 10, 2020

Additional Funds

See all...
Houston Ventures III Management, LLC
Fund: Under $1 billion
Brevet Capital Management, LLC
Fund: $1,686,930,731
Marathon Asset Management, L.P.
Fund: $22,090,469,567
Hemi Ventures, LLC
Fund: Under $1 billion
Pitango Venture Capital
Fund: Under $1 billion
Zephyr Investment Management
Fund: $154,498,188
BCG Securities, Inc.
Fund: $567,105,163

Other Funds

See all...
Vesthq
Fund: Under $1 billion
MV Advisers LLP
Fund: Under $1 billion
Relevant Wealth Advisors, LLC
Fund: $593,748,000
Axial Reade Capital, LP
Fund: Under $1 billion
Viola Credit
Fund: Under $1 billion
Gilead Capital LP
Fund: $165,918,927
Winton Capital Management LTD.
Fund: $19,243,632,172

All of Fund Codex

See all...

Similar Funds to Smead Capital Management, Inc.

See all...
Sea Bluff Capital, LLC
Fund: Under $1 billion
Meld Financial, Inc.
Fund: $418,243,038
Briar Meads Capital, LLC
Fund: Under $1 billion
Smdam
Fund: $149,626,000,000
Lead Edge Capital Management, LLC
Fund: $1,822,047,630
X/Seed Capital
Fund: Under $1 billion
Sachem Head Capital Management LP
Fund: $2,883,560,131
Smead Capital Management, Inc.
Fund: $2,304,501,612