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Building 2SYMPHONY TECHNOLOGY GROUP, LLC

Map pinMENLO PARK, CA
Phone650-935-9500
NotebookSEC #801-73246
Total AUM
$307.3M
Employees
88
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 EL CAMINO REAL, SUITE 300
MENLO PARK
CA 94025-4211
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
650-935-9500
Other Offices
2

ReceiptFinancials

Total AUM
$307.3M
Accounts
7
Discretionary
$307.3M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$307.3M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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