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SYMPHONY TECHNOLOGY GROUP, LLC

CRD 160676 · SEC 801-73246

Visit website

1300 EL CAMINO REAL, SUITE 300, MENLO PARK, CA, 94025-4211, United States

Phone

650-935-9500

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$307.3M

Discretionary AUM

$307.3M

Team

88 total employees; 88 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)PORTFOLIO COMPANY MANAGEMENT SERVICES

Client types

TypeClientsAUM
Pooled investment vehicles7$307.3M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD