Why SMA Capital?
A fully integrated platform lets investment teams operate from day one, with major administrator and prime-broker file integrations already in place across risk, trading, and compliance workflows.
Launching on SMA Capital's platform removes the fixed costs typical of a standalone launch. Managers get institutional-grade operations, compliance, and reporting from day one, at minimal cost to the manager.
SMA Capital assumes all middle and back-office functions, allowing managers to focus exclusively on investing.
Vetted and approved by leading managed-account platforms and third-party due-diligence providers.
Once approved, allocators gain a counterparty that can be used across multiple strategies — saving time and resources on due diligence.
Launch institutional managed accounts in 1–2 months, benefiting both allocators and portfolio managers.
Managers operate under SEC registration via SMA Capital's registration, supported by a unified compliance framework that covers policies, surveillance routines, recordkeeping, and ongoing regulatory support.