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SIVIA CAPITAL PARTNERS, LLC
CRD 170413 · SEC 801-79173
495 MILLER AVENUE, SUITE 206, MILL VALLEY, CA, 94941, United States
Phone
(415) 231-7490
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$1.20B
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $238K |
| High net worth individuals | 54 | $1.24B |
States served
CA, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD