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, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides fee-based wealth management, relying on a percentage-of-AUM compensation model, and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Sivia is structured to place client capital with outside managers when appropriate rather than relying solely on in-house proprietary strategies, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities46%
- Cash & Cash Equivalents22%
- Non-Exchange Traded Equities7%
- Public Funds/Mutual Funds6%
- Private Funds6%
Contacts
2 of 2CHRISTIAN 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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