SYMPHONY TECHNOLOGY GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$307M
Discretionary
$307M
100% of AUM
Avg account
$43.9M
Accounts
7
Employees
88
Advisory reps
6

Firm details

Headquarters
MENLO PARK, California
CRD number
160676
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Symphony Technology Group, LLC is a limited liability company operating as a private equity fund manager and adviser to pooled investment vehicles. Registered with the SEC since 2012, the firm serves institutional clients and structures and manages private funds rather than acting as a traditional capital allocator for separate account clients. Its advisory remit is portfolio management for pooled investment vehicles, and it often functions as a general partner or managing member of those vehicles. The firm’s fee model combines a percentage-of-AUM component with performance-based fees, aligning compensation with fund performance. Symphony Technology Group, LLC identifies as an active ESG investor, indicating ESG considerations are integrated into its investment selection or stewardship practices for the funds it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • STEPHEN HENKENMEIER

    Managing Director, Chief Financial OfficerCRD 6154531

Contacts

3 of 5
  • JOHNIE TREADWELL

    Managing DirectorCRD 6027610

  • DOUGLAS HAINES

    Managing DirectorCRD 5085536

  • MARC BALA

    Managing DirectorCRD 6315291

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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

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth