SYMMETRY CAPITAL ADVISORS LLC

Overview

Symmetry Capital Advisors LLC is an SEC-registered advisory firm that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm focuses on portfolio management for individuals, small businesses and institutions, and it also performs selection-of-other-advisers work—suggesting a manager-of-managers approach that blends internal advice with third-party manager overlays. Its fee model is a percentage of assets under management, and its regulatory filings indicate it has been operating as an advisory business since the early 2000s. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, while the firm uses third-party managers for specialty exposures. The adviser reports a largely non-discretionary relationship with clients, meaning clients often retain final decision authority even as Symmetry provides portfolio construction, manager selection and ongoing monitoring.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices