SYMBOL CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
163105
Registered since
October 26, 2012

Firm profile

FINTRX

Overview

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

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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

Contacts

2 of 2
  • GLENN FUGITT

    Director of OperationsCRD 6130595

  • JONATHAN BURGSTONE

    Managing DirectorCRD 6130593

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth