Smg Hospitality Management LLC (Leawood)


Smg Hospitality Management LLC is a related adviser based in Leawood. It manages $21.45 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Colorado and Kansas.

Smg Hospitality Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Smg Hospitality Management: assets under management

The assets under management (AUM) of Smg Hospitality Management LLC is $21.45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $21.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.73 million each.
Smg Hospitality Management has custody of $21.45 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smg Hospitality Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Smg Hospitality Management LLC

Ryan H Henderson has been acting as President since 1 Dec 2014. Llc Mariner Real Estate Management joined the executive team most recently as the Managing Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Mariner Real Estate Management Managing member 1 Dec 2014 25% - 50% 159261
Lp Gef Pue Member 1 Dec 2014 25% - 50% 77-0684736
Llc Silverwest Hotel Partners Member 1 Dec 2014 25% - 50% 46-3425578
Anne Jenelle Pleviak Chief compliance officer 1 Dec 2014 Other 5736231
Ryan Kielty Anderson Co-chairman 1 Dec 2014 Other 5916954
Terrence Daniel Anderson Co-chairman 1 Dec 2014 Other 5916986
Edward E Mace Ceo 1 Dec 2014 Other 6489740
Charles S Peck Coo 1 Dec 2014 Other 6489753
Ryan H Henderson Director 1 Dec 2014 Other 4430572
Kyle Siner Cfo 1 Dec 2014 Other 6489768

Indirect Owners

The SEC currently registers 17 indirect owners.

Name Entity Date acquired Ownership Employer ID
Edward E Mace Member 1 Jun 2006 75% - 100% 6489740
Thruston Ballard Morton Member 1 Dec 2006 75% - 100% 3081964
Thruston Ballard Morton Ceo 1 Feb 2007 50% - 75% 3081964
Martin Christopher Bicknell Elected manager 1 Jul 2007 Other 2007121
Lp Gef Gp General partner 1 Nov 2007 Other 26-1184984
Llc Gem Gp General partner 1 Nov 2007 Other 20-8178452
Lp Global Endowment Management Limited partner 1 Nov 2007 75% - 100% 65-1297607
Lp Global Endowment Fund I Limited partner 1 Nov 2007 25% - 50% 26-1185014
Lp Global Endowment Fund Ii Limited partner 1 Feb 2008 50% - 75% 26-1741307
Lp Gef Gp General partner 1 Feb 2008 Other 26-1184984
Llc Bicknell Family Holding Company Member 1 Apr 2008 75% - 100% 26-0534255
Llc Abts Holdings Member 1 Jul 2008 25% - 50% 27-0815467
Llc Mariner Holdings Managing member 1 Jan 2010 75% - 100% 26-2766689
Llc Montage Investments Managing member 1 Jan 2010 50% - 75% 152607
Charles S Peck Member 1 Jul 2012 75% - 100% 6489753
Llc Mace Pacific Holding Company Member 1 Aug 2013 50% - 75% 26-1165468
Llc Csp Resource Member 1 Aug 2013 50% - 75% 32-0383388

Based in Leawood

The principal office where Smg Hospitality Management LLC performs its advisory services is located at 4601 College Blvd, Leawood, KS 66211 The mailing address of the firm is 4200 W 115 Th Street, Leawood, KS 66211. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.