Any public resources on SMA creation and management?

Ideally book or PDF that outlines the process etc., but also goes into managing and catering SMAs for clients

199 WSO Academy Hedge Fund Session Reviews: 4.77/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

See All 11,763 WSO Academy Reviews

+24	James Fishback	9	6h
+21	Future of L/S	5	3d
+17	Latest blow up / wind down	25	3d
+12	Looking for Fund to Partner With - LMM Activist	4	16h
+10	SM L/S Compensation?	3	18h
+9	MMHF Central Execution Trajectory/Advice	1	1d
+9	How to prep for credit HF?	4	1d
+9	Moving from credit to equity?	3	4d
+4	Jensen Huang	1	11h
+3	Chefs at Pod Shops	2	3d

1	redever	99.2
2	kanon	99.0
3	Secyh62	99.0
4	BankonBanking	99.0
5	Betsy Massar	98.9
6	DrApeman	98.9
7	CompBanker	98.9
8	dosk17	98.9
9	GameTheory	98.9
10	Kenny_Powers_CFA	98.8

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Any public resources on SMA creation and management?

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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Any public resources on SMA creation and management?

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