Symmetry Investments US LLC

RIASEC RegisteredEst. 2023
Total AUM
$16.8B
Discretionary
$16.8B
100% of AUM
Avg account
$5.6B
Accounts
3
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
317755
Registered since
September 1, 2023
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Symmetry Investments US LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and its client base is institutional. It does not self-identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. Ownership is listed as a mix of a foreign entity and an individual, and fee arrangements are categorized as “other,” indicating non-standard or bespoke pricing for client mandates. The firm also reports industry affiliations consistent with roles beyond a simple adviser, including activity as a CPO or CTA.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Amy Kim

    Chief Compliance OfficerCRD 7786782

Contacts

1 of 1
  • Troy Davig

    Troy Davig

    ManagerCRD 5834184

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth