Donald Smith & Co., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 19, 2026, reports $5.6B in regulatory assets under management, 11 employees, and 33 accounts.
Assets Under Management
$5.6B
Employees
11
Offices
--
Total Clients
22
Primary office
NEW YORK, NY
152 W. 57TH STREET, 29TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 36.4% of total clients.
Top client categories% of clientsClients
1
Charitable
36.4%
8
2
Pooled Investment Vehicles
27.3%
6
3
Government
13.6%
3
4
Corporations
9.1%
2
5
Investment Cos.
4.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of March 19, 2026
Discretionary100.0%
$5.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.6B
Total Accounts33
10Y AUM Change+$1.4B (+32.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee2:1
10Y Employee Change+1 (+10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.