SYMBIOTIC CAPITAL

RIASEC RegisteredEst. 2023
Total AUM
$1.1B
Discretionary
$1.1B
97% of AUM
Avg account
$126M
Accounts
9
Employees
9
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
325844
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Symbiotic Capital operates as a privately held limited liability company that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm is registered with the SEC (registration recorded in 2023) and acts in sponsor and general partner roles for the funds it advises, often functioning as managing member of pooled structures. Its advisory scope centers on running pooled investment vehicles rather than providing broad retail financial planning. Fee arrangements include a percentage-of-AUM component and performance-based fees, alongside other fee types, which aligns compensation with fund performance for certain strategies. Symbiotic Capital is not identified as an active ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • HIMANI BHALLA

    Chief Investment OfficerCRD 5785735

  • DANIEL KIM

    Chief Financial OfficerCRD 6154296

Contacts

1 of 1
  • JOSHUA BRADLEY

    Senior Managing DirectorCRD 7747837

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
10100 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth