SYMMETRY PARTNERS
Firm details
- Headquarters
- GLASTONBURY, Connecticut
- CRD number
- 120982
- Registered since
- July 26, 2002
- Website
- symmetrypartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, ALERUS FINANCIAL , N.A.
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies35.95%
- Individuals29.21%
- HNWI23.07%
- Pension & Profit Sharing Plans10.1%
- Corporations / Businesses1.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Symmetry Partners is a privately held investment adviser organized as an LLC and registered with the SEC since 2002. It operates as a capital allocator for both individual/family and institutional clients, providing discretionary portfolio management across individuals and small businesses, investment companies, and other institutions. The firm also engages in selection of third‑party advisers, indicating it blends in‑house management with externally managed strategies. The firm bills clients primarily as a percentage of assets under management, supplemented by other fee arrangements. Symmetry identifies as an active ESG investor and lists itself as a domestic entity/individual owner type. In 2020 investor.com included Symmetry Partners on a list of “Top RIA Firms to Watch.”
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities43%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
3 of 4Christopher Codeanne
Chief Operating OfficerCRD 7979648
DAVID CONNELLY
CEOCRD 2269331
DANIEL ZAPPONE
Chief Compliance OfficerCRD 4470083
Contacts
3 of 17Tyler Woodbrey
Investment RepresentativeCRD 7708705
Anthony Beaulieu
Business AnalystCRD 8213162
MARCIA PEREIRA
Senior Regional DirectorCRD 5055435
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$1.7B in ETFs
43%
$725M
53%
$977M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $260M | 6,694,957 | 15.28% |
Location
GLASTONBURY, CT
HARTFORD
Location
GLASTONBURY, CT
Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 151 National Dr
- Time zone
- ET (UTC-5)
- Office locations
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