SMA CAPITAL LLC

CRD 335168 · SEC 801-132287

825 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10022, United States

Phone

(860) 839-0074

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$553.5M

Discretionary AUM

$553.5M

Team

9 total employees; 7 advisory reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (institutions)

Type	Clients	AUM
Pooled investment vehicles	5	$553.5M

IL, NY, HI, CT

Official SEC filing: View on IAPD