SYMPHONIC CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOLANA BEACH, California
CRD number
325084

Firm profile

FINTRX

Overview

Symphonic Capital operates as a small, LLC-structured investment manager that functions primarily as a sponsor and general partner of pooled investment vehicles. Its regulatory filings and activity profile indicate the firm concentrates on private, venture-oriented vehicles rather than traditional advisory accounts for retail or institutional advisory clients. Symphonic Capital is not flagged as an active ESG investor, is not a multi-state adviser, and is classified as an individual-owner firm with an unclassified regulatory designation. Given its sponsor/GP roles and the presence of venture capital funds in its lineup, the firm’s allocation interest is centered on private equity-style, high-growth opportunities. The firm does not present itself as a broad capital allocator across public markets and appears to focus on managing and organizing pooled funds where it acts as managing member or GP.

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

Contacts

1 of 1
  • SYDNEY THOMAS

    PartnerCRD 7694421

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOLANA BEACH, CA

SAN DIEGO

Location

SOLANA BEACH, CA

Headquartered in SOLANA BEACH, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
125 S Highway 101
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth