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Nathaniel Clifford Davis

Smartleaf Asset Management LLC

Boston, MA

CRD 6215170

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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 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

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 Asset Management Boston MA 04/2026 Present
Composable Analytics, Inc. Cambridge MA 06/2023 02/2026
Tufts University Medford MA 05/2022 10/2022
Isaacson, Miller Boston MA 02/2018 07/2021
Everquote Cambridge MA 02/2016 08/2017
Tufts University Medford MA 09/2021 05/2023
Unemployed Boston MA 08/2017 01/2018
  • 04/2026 → Present
    Smartleaf Asset Management
    Boston, MA
  • 06/2023 → 02/2026
    Composable Analytics, Inc.
    Cambridge, MA
  • 05/2022 → 10/2022
    Tufts University
    Medford, MA
  • 02/2018 → 07/2021
    Isaacson, Miller
    Boston, MA
  • 02/2016 → 08/2017
    Everquote
    Cambridge, MA
  • 09/2021 → 05/2023
    Tufts University
    Medford, MA
  • 08/2017 → 01/2018
    Unemployed
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-13
  • S65 Uniform Investment Adviser Law Examination
    2026-03-13

View on SEC IAPD

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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
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