SYMBIOTIC CAPITAL
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2HIMANI BHALLA
Chief Investment OfficerCRD 5785735
DANIEL KIM
Chief Financial OfficerCRD 6154296
Contacts
1 of 1JOSHUA BRADLEY
Senior Managing DirectorCRD 7747837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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