SYMBIOSIS CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$357M
Discretionary
$357M
100% of AUM
Avg account
$179M
Accounts
2
Employees
12
Advisory reps
2

Firm details

Headquarters
BENTONVILLE, Arkansas
CRD number
316599
Registered since
August 19, 2024
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Symbiosis Capital Partners, LLC is a venture-capital-focused advisory firm that manages pooled investment vehicles for institutional clients. Registered with the SEC in 2024 and organized as an LLC, the firm identifies as a venture capital fund manager and acts primarily as an adviser to pooled vehicles rather than a traditional wealth manager or capital allocator. Its ownership structure is noted as a combination of a domestic entity and individuals. Fee arrangements include performance-based components alongside other, unspecified fee structures. The firm does not mark itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ISAIAH BROWN

    Chief Compliance OfficerCRD 7798806

Contacts

1 of 1
  • CHIDOZIE UGWUMBA

    Managing PartnerCRD 5124334

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BENTONVILLE, AR

BENTON

Location

BENTONVILLE, AR

Headquartered in BENTONVILLE, AR, in the South of the United States.

Region
South
County
BENTON
Address
609 SW 8th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth