Data / Investment advisers / California / Symphony Technology Group, LLC
Symphony Technology Group, LLC, Menlo Park, CA: $307 million AUM, SEC registered investment adviser
Symphony Technology Group, LLC is an SEC registered investment adviser with its main office in Menlo Park, California and reports $307 million in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 7 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160676
- SEC file number
- 801-73246
- SEC status
- Approved, effective March 28, 2012
- Main office
- 1300 El Camino Real, Suite 300, Menlo Park, CA 94025
- Phone
- (650) 935-9500
- Regulatory AUM
- $307,319,280 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $307,319,280
- Accounts
- 7
- Employees
- 88, of which 88 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 7: 7 private equity funds
- Gross assets of private funds
- $307,319,280
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $307.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $307.3 million | March 31, 2026 |
| December 1, 2025 | $340.9 million | March 28, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Roberts Wealth Advisors, LLC | Menlo Park | $446 million | Not listed | adviserinfo.sec.gov |
| BGV VC Management LLC | Menlo Park | $433 million | 12 | adviserinfo.sec.gov |
| Menlo Advisors LLC | Menlo Park | $369.7 million | 1 | adviserinfo.sec.gov |
| Tiemann Investment Advisors, LLC | Menlo Park | $341.1 million | Not listed | adviserinfo.sec.gov |
| Dai Advisors | Menlo Park | $329.6 million | Not listed | adviserinfo.sec.gov |
| Copperplate Capital LLC | Menlo Park | $293.7 million | 3 | adviserinfo.sec.gov |
| Ajax Health Management Company, LLC | Menlo Park | $214.5 million | Not listed | adviserinfo.sec.gov |
| Clearpath Capital Partners LLC | Menlo Park | $161.3 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Symphony Technology Group, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.