Symphony Financial Partners (Singapore) Pte. Ltd.

RIASEC RegisteredEst. 2015
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$142M
Accounts
9
Employees
17
Advisory reps
4

Firm details

Headquarters
Singapore,
CRD number
170667
Registered since
August 21, 2015
Custodians
J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, ROYAL BANK OF CANADA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.37%
  • Pension & Profit Sharing Plans15.11%
  • Other7.31%
  • Corporations / Businesses5.21%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Symphony Financial Partners (Singapore) Pte. Ltd. operates as a Singapore-based hedge fund manager focused on institutional clients. The firm is SEC-registered (since 2015) and organized as a foreign-entity/individual ownership structure. It provides portfolio management for pooled investment vehicles and for businesses or institutions, and it also functions in roles typical of fund sponsors and general partners. Regulatory and business activity tags indicate CPO/CTA-type operations alongside sponsor/GP responsibilities. Fee arrangements combine a percentage of assets under management with performance-based fees. Symphony reports no active ESG investing designation and is not positioned as a capital allocator; its client base is institutional and its advisory work centers on collective vehicles rather than retail households.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • David Baran

    David Baran

    Co-CEO and Co-FounderCRD 6043394

  • Kazuhiko Shibata

    Kazuhiko Shibata

    Co-CEO and Co-FounderCRD 1095162

  • Brigitte Chan

    Brigitte Chan

    COO & CCOCRD 6043390

Contacts

1 of 1
  • Gregory Mcentyre

    Gregory Mcentyre

    Managing DirectorCRD 6318625

Wealth teams

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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

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
9 Raffles Pl 2704
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth