Symphony Technology Group, LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 160676
- Registered since
- March 28, 2012
- Website
- stgpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Symphony Technology Group, LLC is a private equity manager organized as a limited liability company and SEC-registered since 2012. The firm serves institutional investors and acts as portfolio manager for pooled investment vehicles, functioning in sponsor/GP and managing-member roles for the funds it runs. Its compensation model blends a percentage-of-AUM management fee with performance-based fees, and the firm is flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
1 of 1
Stephen Henkenmeier
Managing Director, Chief Financial OfficerCRD 6154531
Contacts
3 of 5
Romesh Wadhwani
Chairman and FounderCRD 6027606
William Chisholm
Managing PartnerCRD 2166353
Johnie Treadwell
Managing DirectorCRD 6027610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 1300 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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