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DONALD SMITH, L.P.

NEW YORK, NY · CRD 285701 · IAPD ↗ · 212-284-0990

$256.0MRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2024 — DONALD SMITH, L.P. reported RAUM up 75% ($107.7M -> $188.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.