Symbiotic Capital
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 325844
- Registered since
- July 28, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Symbiotic Capital is a limited liability company that operates as an institutional registered investment adviser. The firm focuses on managing pooled investment vehicles for institutional clients and is structured to charge traditional percentage-of-AUM fees alongside performance-based fees and other fee arrangements. Symbiotic Capital registered with the SEC in 2023 and is owned by a combination of a domestic entity and an individual. It does not describe itself as an active ESG investor, is not multi-state, and is not positioned as a pension consultant or capital allocator. The firm is also affiliated with roles typical to sponsors and managers of pooled vehicles, including acting as an investment adviser and as a general partner/managing member for certain funds it oversees.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Himani Bhalla
Chief Investment OfficerCRD 5785735
Daniel Kim
Chief Financial OfficerCRD 6154296
Contacts
1 of 1Joshua Bradley
Senior Managing DirectorCRD 7747837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10100 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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