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Green & Smith Investment Management L.L.C. (Valhalla)


Green & Smith Investment Management L.L.C. is a mid-sized advisory firm based in Valhalla. It manages $81.92 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

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Green & Smith Investment Management L.L.C 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.

Green & Smith Investment Management L.L.C: assets under management

The assets under management (AUM) of Green & Smith Investment Management L.L.C. is $81.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $81.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.31 million each.
Green & Smith Investment Management L.L.C has custody of $81.92 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Green & Smith Investment Management L.L.C. 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.

Based in Valhalla

The principal office where Green & Smith Investment Management L.L.C. performs its advisory services is located at 100 Summit Lake Drive, Valhalla, NY 10595 1339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-741-5600 or by fax 914-741-2950. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.greenandsmith.com.


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