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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SMARTX ADVISORY SOLUTIONS

HEDGECOVEST LLC, CRD 167966

WEST PALM BEACH, FL

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:a6f7384c-fd41-4ab9-c477-98f41bcfaf41

Data as of Dec 3, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: May 22, 2017 to Dec 3, 2019
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $505MItem 5.F on the latest filing (2019-12-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $505M
Private client RAUM: $496MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,239
Individual clients: 904
High net worth clients: 321
SEC number: 801-110681
CRD: 167966
Filings on the tape: 30
First filed: May 22, 2017
Latest filed: Dec 3, 2019
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HEDGECO NETWORKS, INC.	SOLE MEMBER	E	yes	05/2013	Apr 4, 2018	Dec 3, 2019
INTER-ATLANTIC ADVISORS II, LTD	GENERAL PARTNER	F	yes	08/2005	May 22, 2017	Dec 3, 2019
INTER-ATLANTIC FUND II, LP	Member	C	yes	03/2009	May 22, 2017	Dec 3, 2019
LERNER, ANDREW, S	Director	C	yes	08/2005	May 22, 2017	Dec 3, 2019
RAPOPORT, EVAN, SCOTT	CHIEF EXECUTIVE OFFICER	Na	yes	04/2013	May 22, 2017	Dec 3, 2019
RAPOPORT, EVAN, SCOTT	Member	C	yes	03/2008	May 22, 2017	Dec 3, 2019
GOLDSTEIN, JOSEPH, DAVID	CHIEF FINANCIAL OFFICER	Na	no	04/2013	May 22, 2017	Dec 3, 2019
MILANO, LOUIS, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	no	02/2014	May 22, 2017	Dec 3, 2019
SMITH-RYLAND, ALEXANDER, CHARLES	MANAGING DIRECTOR	Na	no	04/2016	May 22, 2017	Dec 3, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HEDGECO NETWORKS, INC.	n/a	n/a	n/a	Y	no	n/a
HEDGECO SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	May 30, 2019	$505M	$505M	2	2	0	n/a	n/a
2017	Mar 30, 2018	$257M	$257M	22	6	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$505M	$257M	96.1%	n/a	n/a	2	22	0	0

Relationships

Controls (5)

← LERNER, ANDREW, SOwnerDIRECTOR, ownership code C, individual
May 22, 2017 to presentfactForm ADV
← RAPOPORT, EVAN, SCOTTOwnerMEMBER, ownership code C, individual
May 22, 2017 to presentfactForm ADV
← HEDGECO NETWORKS, INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Apr 4, 2018 to presentfactForm ADV
← INTER-ATLANTIC ADVISORS II, LTDOwnerGENERAL PARTNER, ownership code F, foreign entity
May 22, 2017 to presentfactForm ADV
← INTER-ATLANTIC FUND II, LPOwnerMEMBER, ownership code C, domestic entity
May 22, 2017 to presentfactForm ADV

Owns (3)

← SMITH-RYLAND, ALEXANDER, CHARLESOwnerMANAGING DIRECTOR, ownership code NA, individual
May 22, 2017 to presentfactForm ADV
← GOLDSTEIN, JOSEPH, DAVIDOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
May 22, 2017 to presentfactForm ADV
← MILANO, LOUIS, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 22, 2017 to presentfactForm ADV

Registered with (3)

← JOEL TIMOTHY BENNETTAdvisorregistration: previous registration
May 25, 2018 to Dec 31, 2019factForm ADV
← ALEXANDER ROSS THOMPSONAdvisorregistration: previous registration
Apr 21, 2015 to Dec 31, 2019factForm ADV
← LOUIS MICHAEL MILANOAdvisorregistration: previous registration
Aug 12, 2016 to Dec 31, 2018factForm ADV

Dated events

Occurred
Apr 3, 2019
Regulatory AUM changed
Smartx Advisory Solutions reported RAUM $504.5M, down 29% from $708.8M (2018-08-23 to 2019-04-03)
Form ADVobserved 3 days ago
$-204M
Occurred
Aug 23, 2018
Regulatory AUM changed
Smartx Advisory Solutions reported RAUM $708.8M, up 40% from $504.5M (2018-07-09 to 2018-08-23)
Form ADVobserved 3 days ago
$204M
Occurred
Jul 9, 2018
Regulatory AUM changed
Smartx Advisory Solutions reported RAUM $504.5M, up 96% from $257.2M (2018-07-06 to 2018-07-09)
Form ADVobserved 3 days ago
$247M
Occurred
May 22, 2017
First Form ADV filing
Hedgecovest Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6f7384c-fd41-4ab9-c477-98f41bcfaf41
First observed: May 22, 2017
Last observed: Dec 3, 2019 82 months ago
Source families: Federal regulator filings
3 registered feeds 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.

SMARTX ADVISORY SOLUTIONS

HEDGECOVEST LLC, CRD 167966

WEST PALM BEACH, FL

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:a6f7384c-fd41-4ab9-c477-98f41bcfaf41

Data as of Dec 3, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HEDGECO NETWORKS, INC.

SOLE MEMBER

yes

05/2013

Apr 4, 2018

Dec 3, 2019

INTER-ATLANTIC ADVISORS II, LTD

GENERAL PARTNER

yes

08/2005

May 22, 2017

Dec 3, 2019

INTER-ATLANTIC FUND II, LP

Member

yes

03/2009

May 22, 2017

Dec 3, 2019

LERNER, ANDREW, S

Director

yes

08/2005

May 22, 2017

Dec 3, 2019

RAPOPORT, EVAN, SCOTT

CHIEF EXECUTIVE OFFICER

yes

04/2013

May 22, 2017

Dec 3, 2019

RAPOPORT, EVAN, SCOTT

Member

yes

03/2008

May 22, 2017

Dec 3, 2019

GOLDSTEIN, JOSEPH, DAVID

CHIEF FINANCIAL OFFICER

04/2013

May 22, 2017

Dec 3, 2019

MILANO, LOUIS, MICHAEL

CHIEF COMPLIANCE OFFICER

02/2014

May 22, 2017

Dec 3, 2019

SMITH-RYLAND, ALEXANDER, CHARLES

MANAGING DIRECTOR

04/2016

May 22, 2017

Dec 3, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HEDGECO NETWORKS, INC.

n/a

HEDGECO SECURITIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

May 30, 2019

$505M

n/a

2017

Mar 30, 2018

$257M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$505M

$257M

96.1%

n/a