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Stefan Lubomirov Mitropolitsky

Smartleaf Asset Management LLC

Boston, MA

CRD 6584882

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Employer firm

Smartleaf Asset Management LLC CRD 172273

$6.85B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Smartleaf Asset Management Llc

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-12-15
TX RA APPROVED 2017-03-28
  • MA RA
    APPROVED
    Since 2017-12-15
  • TX RA
    APPROVED
    Since 2017-03-28

Branch Locations

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smartleaf Inc Cambridge MA 09/2008 Present
Smartleaf Asset Management Llc Cambridge MA 11/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-16
  • S65 Uniform Investment Adviser Law Examination
    2017-02-16

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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