SYMMETRY INVESTMENTS US LLC

RIASEC RegisteredEst. 2023
Total AUM
$16.8B
Discretionary
$16.8B
100% of AUM
Avg account
$5.6B
Accounts
3
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
317755
Registered since
September 1, 2023
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Symmetry Investments US LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles and targets institutional clients. The firm was registered in 2023 and classifies its ownership as a combination of foreign entity and individual ownership. Symmetry is set up to run pooled structures rather than acting as a traditional retail advisor—its advisory activity centers on managing funds and similar collective investment vehicles for large, institutional investors. The firm is not positioned as an ESG-focused investor and is not organized as a multi-state adviser. Symmetry’s business footprint and disclosures point to a manager that designs and runs institutional-size vehicles and uses third-party specialist managers where appropriate. The firm is affiliated with other investment adviser and CPO/CTA activities, which suggests an operational focus on commodity and futures-related capabilities in addition to conventional pooled fund management.

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

1 of 1
  • AMY KIM

    Chief Compliance OfficerCRD 7786782

Contacts

1 of 1
  • TROY DAVIG

    ManagerCRD 5834184

Wealth teams

FINTRX

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth