DFX Intelligence

Data Factory

RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)

SM AGGREGATOR, LLC

advised by KINGSWOOD CAPITAL MANAGEMENT, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8835b15a-11c4-3c27-8e46-bc977312ef3a

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2023 to Mar 28, 2024
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

SM Aggregator, LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: KINGSWOOD CAPITAL MANAGEMENT, L.P.CRD 304649
Fund type: Private Equity Fund
Latest reported GAV: $190Mgross asset value on Schedule D 7.B(1), as of 2024-03-28; never fund size
Peak reported GAV: $392M
Beneficial owners: 7
Minimum investment: $0
Owned by the adviser: 6700%
Owned by funds of funds: 2200%
Owned by non-US persons: 1100%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 31, 2023
Last reported: Mar 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-4996430122

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2024	$190M	7	$0	6700.0%	yes	SM AGGREGATOR, LLC
Apr 20, 2023	$392M	7	$0	6700.0%	yes	SM AGGREGATOR, LLC
Mar 31, 2023	$392M	7	$0	6700.0%	yes	SM AGGREGATOR, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA, NATIONAL ASSOCIATION	BANK OF AMERICA, NATIONAL ASSOCIATION	LOS ANGELES	California	United States	no	n/a
BMO HARRIS BANK N.A.	BMO HARRIS BANK N.A.	Chicago	Illinois	United States	no	n/a

Relationships

Advises (1)

← KINGSWOOD CAPITAL MANAGEMENT, L.P.Registered adviserPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8835b15a-11c4-3c27-8e46-bc977312ef3a
First observed: Mar 31, 2023
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SM AGGREGATOR, LLC

advised by KINGSWOOD CAPITAL MANAGEMENT, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8835b15a-11c4-3c27-8e46-bc977312ef3a

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:39 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2024

$190M

6700.0%

yes

SM AGGREGATOR, LLC

Apr 20, 2023

$392M

6700.0%

yes

SM AGGREGATOR, LLC

Mar 31, 2023

$392M

6700.0%

yes

SM AGGREGATOR, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF AMERICA, NATIONAL ASSOCIATION

LOS ANGELES

California

United States

n/a

BMO HARRIS BANK N.A.

Chicago

Illinois

United States

n/a