Symmetry Partners
Firm details
- Headquarters
- Glastonbury, Connecticut
- CRD number
- 120982
- Registered since
- July 26, 2002
- Website
- symmetrypartners.com
- Custodians
- AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
- 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 limited liability company that provides portfolio management and manager selection services to both individuals/families and institutional clients. The firm is registered with the SEC and has been SEC-registered since 2002. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, and institutions, along with the selection of third‑party advisers; the firm identifies itself as a capital allocator and reports an active ESG investing stance. Symmetry’s fee arrangements include percentage-of-AUM pricing and other fee structures. The firm’s business model emphasizes outsourced manager relationships and ETF-centered strategies while retaining discretionary authority over client assets. Symmetry’s stated custodian relationships and ADV disclosures suggest a focus on separately managed accounts and exchange-traded products as primary implementation vehicles.
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$1.8B in ETFs
46%
$807M
51%
$963M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $292M | 6,561,167 | 16.48% |
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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