Sheets Smith Investment Management is an investment advisor in Houston with $156.92 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
811389113
SEC advisor number
801-112973
FINRA CRD number
293992
AUM ?
$125.76 mm
(as of 25 Mar 24)
Accounts
324
(as of 25 Mar 24)
Employees
3
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
22 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Mar 22
13F-HR
Quarterly holdings report by institutional manager
24 Feb 21