Sivia Capital Partners, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.2B
Discretionary
$1.2B
97% of AUM
Avg account
$2.4M
Accounts
521
Employees
5
Advisory reps
2

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

FINTRX

Overview

Sivia Capital Partners, LLC is an independent registered investment adviser structured as an LLC and SEC-registered since 2014. The firm bills clients on a percentage-of-AUM basis and positions itself as a capital allocator for individual and family clients. Core advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection/oversight of third-party advisers. The firm is not flagged as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 46%, Cash & Cash Equivalents 22%, Non-Exchange Traded Equities 7%, Public Funds/Mutual Funds 6%, Private Funds 6%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, US Government Bonds 4%, Other 3%46%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents22%
  • Non-Exchange Traded Equities7%
  • Public Funds/Mutual Funds6%
  • Private Funds6%

Contacts

2 of 2
  • Christian Mejia

    Christian Mejia

    DirectorCRD 6611171

  • Corey Saft

    Corey Saft

    PartnerCRD 5809332

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$84.2M in ETFs

Passive

66%

$55.2M

Active

34%

$29M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$32.9M209,72239.10%
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Location

Primary office

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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