Michael
Smith
Spring Mountain Capital, Lp
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About this Advisor
Michael Smith is a financial advisor based in Princeton Junction, New Jersey, working with Spring Mountain Capital, Lp. Michael has previously held positions at Spring Mountain Capital, Lp and Smc Fixed Income Management, Lp. Michael has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Michael is part of Spring Mountain Capital, Lp, which operates out of Princeton Junction, New Jersey. The firm has 1 office and 35 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Spring Mountain Capital, Lp includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spring Mountain Capital, Lp Brokerage Details
$1,651,783,601
35
616
$2,681,467
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Smith Work History
Spring Mountain Capital, Lp
Smc Fixed Income Management, Lp
Disclosures
Please visit the SEC profile of Michael Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spring Mountain Capital, Lp
New York, NY
Princeton Junction, NJ
Princeton Junction, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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