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Beginnings

Investing in the Future

Our goal at SMA Family Office, LLC is to help entrepreneurs turn their own ideas and visions into successful companies. Since 2000, we’ve helped great ideas turn into profitable businesses that make an impact in their industry and beyond.

We invest in our companies for the long haul and understand that success takes hard work, dedication and sheer perseverance. We give our partners personal guidance from the very first stages and provided them with all the resources and expert advice they need to turn their visions into disruptive reality.

Stock Market Quotes
Smiling Man

Charlie McMann

Analyst

Portrait in Suit

Morgan James

Co-Founder & Partner

Businesswoman

River Watts

Managing Director

Venture Portfolio

Our Companies

At SMA Family Office, LLC, we invest in companies with strong ideas and a clear plan for success. Browse our portfolio to learn more about our past investments and to see some of the companies we’re currently funding.

Client 4

Volve

A Terrific Partnership

When we first met the founders of Volve, we knew we had discovered something really special. Since we made our first investment, other firms have also seen the potential and Volve looks set to make a huge impact in the industry.

Client 1

Sovix

Mutual Vision

Sovix was one of the first companies we invested in, and their founding team was a big factor in our decision. Their huge success proved that our early-stage decision to invest in them was the right one.

Client 7

Polar

Collaboration Done Well

We were the sole investor in the Series A round of Polar, which was a huge indication of our trust and belief in each other. Since then, Polar has become one of the most talked about companies in its field.

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