# Smartstreet Investments

> Smartstreet Investments is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 317972
- Filed as: SMARTSTREET INVESTMENTS
- Legal name: Smartstreet Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317972
- AdvisorCensus page: https://advisorcensus.com/firm/smartstreet-investments-317972

## Quick answers

**How is Smartstreet Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Smartstreet Investments reports these compensation arrangements: a percentage of assets under its management.

**Is Smartstreet Investments registered with the SEC or a state?**
Smartstreet Investments is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 317972.

**How much does Smartstreet Investments manage?**
Smartstreet Investments reports $7,792,225 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Smartstreet Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (5).

**Does Smartstreet Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317972

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,792,225
- Discretionary: $7,792,225
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,661,846 |
| High net worth individuals | 5 | $6,130,379 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- smartstreetinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Smartstreet Investments (CRD 317972): Form ADV filing data as of October 2026.