SYMPHONY TECHNOLOGY GROUP, LLC
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 160676
- Registered since
- March 28, 2012
- Website
- stgpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 1STEPHEN HENKENMEIER
Managing Director, Chief Financial OfficerCRD 6154531
Contacts
3 of 5JOHNIE TREADWELL
Managing DirectorCRD 6027610
DOUGLAS HAINES
Managing DirectorCRD 5085536
MARC BALA
Managing DirectorCRD 6315291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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