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 is a limited liability company that operates as an institutional registered investment adviser. The firm focuses on managing pooled investment vehicles for institutional clients and is structured to charge traditional percentage-of-AUM fees alongside performance-based fees and other fee arrangements. Symbiotic Capital registered with the SEC in 2023 and is owned by a combination of a domestic entity and an individual. It does not describe itself as an active ESG investor, is not multi-state, and is not positioned as a pension consultant or capital allocator. The firm is also affiliated with roles typical to sponsors and managers of pooled vehicles, including acting as an investment adviser and as a general partner/managing member for certain funds it oversees.

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

    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