Sivia Capital Partners, LLC
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 170413
- Registered since
- February 10, 2014
- Website
- siviacapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.98%
- Individuals0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sivia Capital Partners, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2014. The firm acts as a capital allocator for individual and family clients, charging fees based on a percentage of assets under management. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers, which signals a hybrid approach combining in-house advice with external manager access. Sivia does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities46%
- Cash & Cash Equivalents22%
- Non-Exchange Traded Equities7%
- Public Funds/Mutual Funds6%
- Private Funds6%
Contacts
2 of 2
Christian Mejia
DirectorCRD 6611171
Corey Saft
PartnerCRD 5809332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$42.2M in ETFs
76%
$32.2M
24%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $12.5M | 20,870 | 29.52% |
Location
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 495 Miller Ave
- Time zone
- PT (UTC-8)
- Office locations
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