SYMMETRY PEAK MANAGEMENT, LLC
Firm details
- Headquarters
- RADNOR, Pennsylvania
- CRD number
- 129678
- Registered since
- March 30, 2012
Firm profile
FINTRXOverview
Symmetry Peak Management, LLC is an owner-run limited liability company that has been SEC-registered since 2012. Public filings classify it as an unclassified adviser; it does not report being a multi-state adviser or an active ESG investor. The firm functions as an investment adviser and sponsor and serves as a general partner and managing member of pooled investment vehicles, indicating direct involvement in private fund governance and operations rather than acting solely as a distributor or third-party allocator.
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
Owners & executives
1 of 1GREGORY BOYE
Chief Financial OfficerCRD 3108429
Contacts
1 of 1FRANK SLATTERY
Managing MemberCRD 2256498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$7.9M in ETFs
99%
$7.8M
0%
$103K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7.2M | 12,500 | 90.86% |
Location
RADNOR, PA
DELAWARE
Location
RADNOR, PA
Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 555 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TETON PEAKS MANAGEMENT, LLC
Exempt Reporting AdvisorRADNOR, PA
AVC FUND MANAGEMENT, LLC
Exempt Reporting AdvisorRADNOR, PA
MVP MANAGEMENT COMPANY
Exempt Reporting AdvisorRADNOR, PA
EMINENT STRATEGIC PARTNERS, LLC
Exempt Reporting AdvisorWAYNE, PA
STRAFFORD CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorARDMORE, PA
ADAMS CAPITAL MANAGEMENT, INC.
Exempt Reporting AdvisorSEWICKLEY, PA