SYMBOL CAPITAL, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 163105
- Registered since
- October 26, 2012
Firm profile
FINTRXOverview
Symbol Capital, LLC is an SEC-registered investment adviser formed as a limited liability company and registered in 2012. Public records indicate the firm functions primarily as the adviser to a private hedge fund rather than as a traditional registered adviser with retail clients. The firm is listed as owner-type “Individual” and is not designated as a capital allocator, pension consultant, or multi-state adviser, and it does not identify as an active ESG investor. Investment activity centers on private-fund management. There is no reported roster of advisory clients or fee schedules available in the public summary, which suggests the firm’s regulatory footprint is focused on its fund work rather than on delivering broad advisory services to individual or institutional account holders.
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
Contacts
2 of 2GLENN FUGITT
Director of OperationsCRD 6130595
JONATHAN BURGSTONE
Managing DirectorCRD 6130593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 50 California St
- Time zone
- PT (UTC-8)
- Office locations
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