Smg Hospitality Management LLC (Leawood)

Smg Hospitality Management LLC is a related adviser based in Leawood. It manages $21.45 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Colorado and Kansas.

Smg Hospitality Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Smg Hospitality Management: assets under management

The assets under management (AUM) of Smg Hospitality Management LLC is $21.45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $21.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.73 million each.

Smg Hospitality Management has custody of $21.45 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smg Hospitality Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Smg Hospitality Management LLC

Ryan H Henderson has been acting as President since 1 Dec 2014. Llc Mariner Real Estate Management joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mariner Real Estate Management	Managing member	1 Dec 2014	25% - 50%	159261
Lp Gef Pue	Member	1 Dec 2014	25% - 50%	77-0684736
Llc Silverwest Hotel Partners	Member	1 Dec 2014	25% - 50%	46-3425578
Anne Jenelle Pleviak	Chief compliance officer	1 Dec 2014	Other	5736231
Ryan Kielty Anderson	Co-chairman	1 Dec 2014	Other	5916954
Terrence Daniel Anderson	Co-chairman	1 Dec 2014	Other	5916986
Edward E Mace	Ceo	1 Dec 2014	Other	6489740
Charles S Peck	Coo	1 Dec 2014	Other	6489753
Ryan H Henderson	Director	1 Dec 2014	Other	4430572
Kyle Siner	Cfo	1 Dec 2014	Other	6489768

Indirect Owners

The SEC currently registers 17 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Edward E Mace	Member	1 Jun 2006	75% - 100%	6489740
Thruston Ballard Morton	Member	1 Dec 2006	75% - 100%	3081964
Thruston Ballard Morton	Ceo	1 Feb 2007	50% - 75%	3081964
Martin Christopher Bicknell	Elected manager	1 Jul 2007	Other	2007121
Lp Gef Gp	General partner	1 Nov 2007	Other	26-1184984
Llc Gem Gp	General partner	1 Nov 2007	Other	20-8178452
Lp Global Endowment Management	Limited partner	1 Nov 2007	75% - 100%	65-1297607
Lp Global Endowment Fund I	Limited partner	1 Nov 2007	25% - 50%	26-1185014
Lp Global Endowment Fund Ii	Limited partner	1 Feb 2008	50% - 75%	26-1741307
Lp Gef Gp	General partner	1 Feb 2008	Other	26-1184984
Llc Bicknell Family Holding Company	Member	1 Apr 2008	75% - 100%	26-0534255
Llc Abts Holdings	Member	1 Jul 2008	25% - 50%	27-0815467
Llc Mariner Holdings	Managing member	1 Jan 2010	75% - 100%	26-2766689
Llc Montage Investments	Managing member	1 Jan 2010	50% - 75%	152607
Charles S Peck	Member	1 Jul 2012	75% - 100%	6489753
Llc Mace Pacific Holding Company	Member	1 Aug 2013	50% - 75%	26-1165468
Llc Csp Resource	Member	1 Aug 2013	50% - 75%	32-0383388

Based in Leawood

The principal office where Smg Hospitality Management LLC performs its advisory services is located at 4601 College Blvd, Leawood, KS 66211 The mailing address of the firm is 4200 W 115 Th Street, Leawood, KS 66211. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.