Donald Smith, L.P.
- Regulatory AUM
- $256M
- Discretionary
- $256M
- Clients
- 2
- Avg AUM / client
- $128M
- Accounts
- 2
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $256M | 100.0% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Van Andel Institute EIN 522000820 | Grand Rapids, MI | 11/30/2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Greenberg, Richard, Lawrence | Principal, General Partner, Co Cio | Dec 2009 (17y) | 25% – 50% | |
| Hartsel, Jon, Edward | Principal, Co Cio, Director Of Research | Dec 2009 (17y) | 10% – 25% | |
| Shah, Kamal | Principal, Macro Analyst & Trader | Dec 2009 (17y) | 25% – 50% | |
| Cianfrone, Ann, Elizabeth | Chief Compliance Officer & Chief Operating Officer | Jan 2013 (14y) | 5% – 10% | |
| Piermont, John, David | Research Analyst | Jan 2014 (13y) | 5% – 10% | |
| Park, Jane Jiyoung | Director Of Client Relations & Business Development | Jan 2015 (12y) | 5% – 10% | |
| Putnam, Jeffrey, Eliot | Research Analyst | Aug 2017 (9y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Donald Smith, Llc | General Partner | Oct 2019 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Van Andel Institute | Public charity | $2.2B | 11/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗