SmartLenses Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SmartLenses Capital LLC provides discretionary portfolio management through separately managed accounts to individual investors, high‑net‑worth clients, family offices, trusts and small businesses, and also accepts institutional clients. The firm manages a small number of accounts and a modest amount of assets, and it may tailor services and account restrictions to individual client needs.
The Adviser combines bottom‑up fundamental analysis with a proprietary “smart money” overlay that tracks institutional flows, insider transactions, buybacks, and management compensation via its Smart Lenses Platform, and typically targets small‑ and mid‑capitalization companies with a long‑term holding horizon. While the core strategy is equity‑oriented, the firm discloses the ability to use margin borrowing and to trade options in client accounts where permitted, which can increase leverage and risk.
Distinctive features include delivering investment management exclusively through separate managed accounts while relying on performance‑based compensation rather than asset‑based fees, and using its internally developed data platform that aggregates public filings to inform decisions. The combination of a small firm size with an unusual client mix — including corporate/business clients, high‑net‑worth individuals, and institutional relationships — along with explicit use of borrowing and derivatives in client SMAs differentiates it from many peers.
Client services
Expertise
Fee options
20% performance-based fee charged quarterly in arrears, subject to a high-water mark
Account minimum: $500,000
Main office
Plantation FL
Advisors at this office
1
Most active in
Florida
Disclosures
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Business activities & affiliations
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Lawyer
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Other specialized services
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